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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,766 | $90,486-53.8% | $78,676-46.9% | $273,972-84.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.12% | 75.62%-67.5pp | 62.19%-54.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $5,915 | $3,175+86.3% | $2,850+107.5% | $4,869+21.5% |
| Participant deferral / active EE | $5,915 | $3,901+51.6% | $3,517+68.2% | $5,287+11.9% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |