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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,187 | $90,509-60.0% | $78,693-54.0% | $273,968-86.8% |
| Participation rate | 90.0% | 76.5%+13.5pp | 73.6%+16.4pp | 83.0%+7.0pp |
| Annual return | 8.75% | 75.61%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $12,677 | $3,175+299.3% | $2,850+344.8% | $4,869+160.4% |
| Participant deferral / active EE | $9,729 | $3,901+149.4% | $3,517+176.6% | $5,287+84.0% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |