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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,899 | $90,486-64.7% | $78,676-59.5% | $273,972-88.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.57% | 75.62%-69.1pp | 62.19%-55.6pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,222 | $3,175-61.5% | $2,850-57.1% | $4,869-74.9% |
| Participant deferral / active EE | $3,377 | $3,901-13.4% | $3,517-4.0% | $5,287-36.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |