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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,258 | $90,486-66.6% | $78,676-61.5% | $273,972-89.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.33% | 75.62%-67.3pp | 62.19%-53.9pp | 41.46%-33.1pp |
| Employer contribution / active EE | $5,974 | $3,175+88.2% | $2,850+109.6% | $4,869+22.7% |
| Participant deferral / active EE | $1,417 | $3,901-63.7% | $3,517-59.7% | $5,287-73.2% |
| Admin fee / account holder | $74 | $5,263-98.6% | $4,510-98.4% | $10,133-99.3% |