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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,318 | $56,110-38.8% | $94,993-63.9% | $70,126-51.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 15.66% | 51.02%-35.4pp | 27.14%-11.5pp | 73.15%-57.5pp |
| Employer contribution / active EE | $4,971 | $1,442+244.7% | $2,603+90.9% | $2,343+112.2% |
| Participant deferral / active EE | $4,673 | $2,391+95.4% | $3,317+40.9% | $3,332+40.3% |
| Admin fee / account holder | $73 | $3,456-97.9% | $4,960-98.5% | $4,645-98.4% |