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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,675 | $90,486-81.6% | $78,676-78.8% | $273,972-93.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 42.95% | 75.62%-32.7pp | 62.19%-19.2pp | 41.46%+1.5pp |
| Employer contribution / active EE | $6,660 | $3,175+109.8% | $2,850+133.7% | $4,869+36.8% |
| Participant deferral / active EE | $1,012 | $3,901-74.1% | $3,517-71.2% | $5,287-80.9% |
| Admin fee / account holder | $113 | $5,263-97.9% | $4,510-97.5% | $10,133-98.9% |