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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,089 | $100,125-69.9% | $81,482-63.1% | $145,978-79.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 9.73% | 34.44%-24.7pp | 24.79%-15.1pp | 550.52%-540.8pp |
| Employer contribution / active EE | $10,750 | $2,977+261.0% | $2,463+336.4% | $4,662+130.6% |
| Participant deferral / active EE | $5,450 | $4,609+18.2% | $3,885+40.3% | $6,690-18.5% |
| Admin fee / account holder | $174 | $8,198-97.9% | $5,761-97.0% | $13,400-98.7% |