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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,307 | $93,346-52.5% | $71,796-38.3% | $273,972-83.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.91% | 130.39%-126.5pp | 78.04%-74.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,484 | $2,733-9.1% | $1,924+29.1% | $4,869-49.0% |
| Participant deferral / active EE | $6,272 | $3,475+80.5% | $2,794+124.4% | $5,287+18.6% |
| Admin fee / account holder | $279 | $6,571-95.8% | $4,815-94.2% | $10,133-97.2% |