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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,332 | $103,949-68.9% | $69,182-53.3% | $273,972-88.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 35.28%-28.9pp | -21.93%+28.3pp | 41.46%-35.1pp |
| Employer contribution / active EE | $4,388 | $1,783+146.1% | $1,206+263.7% | $4,869-9.9% |
| Participant deferral / active EE | $4,500 | $2,716+65.7% | $1,897+137.2% | $5,287-14.9% |
| Admin fee / account holder | $198 | $3,671-94.6% | $2,697-92.6% | $10,133-98.0% |