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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,028 | $90,486-67.9% | $78,676-63.1% | $273,972-89.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.76% | 75.62%-65.9pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $3,058 | $3,175-3.7% | $2,850+7.3% | $4,869-37.2% |
| Participant deferral / active EE | $3,098 | $3,901-20.6% | $3,517-11.9% | $5,287-41.4% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |