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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,332 | $103,957-68.9% | $69,182-53.3% | $273,968-88.2% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 6.34% | 35.28%-28.9pp | -21.94%+28.3pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,388 | $1,781+146.4% | $1,205+264.1% | $4,869-9.9% |
| Participant deferral / active EE | $4,500 | $2,716+65.7% | $1,896+137.3% | $5,287-14.9% |
| Admin fee / account holder | $198 | $3,671-94.6% | $2,697-92.6% | $10,132-98.0% |