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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,779 | $90,486-54.9% | $78,676-48.2% | $273,972-85.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 13.31% | 75.62%-62.3pp | 62.19%-48.9pp | 41.46%-28.1pp |
| Employer contribution / active EE | $1,980 | $3,175-37.6% | $2,850-30.5% | $4,869-59.3% |
| Participant deferral / active EE | $6,393 | $3,901+63.9% | $3,517+81.8% | $5,287+20.9% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |