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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,921 | $90,486-40.4% | $78,676-31.5% | $273,972-80.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.38% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.1pp |
| Employer contribution / active EE | $4,287 | $3,175+35.0% | $2,850+50.4% | $4,869-11.9% |
| Participant deferral / active EE | $5,748 | $3,901+47.3% | $3,517+63.4% | $5,287+8.7% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |