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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,318 | $90,484-83.1% | $78,675-80.5% | $273,970-94.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.90% | 75.62%-70.7pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,280 | $3,175-59.7% | $2,850-55.1% | $4,869-73.7% |
| Participant deferral / active EE | $6,240 | $3,901+59.9% | $3,517+77.4% | $5,287+18.0% |
| Admin fee / account holder | $104 | $5,263-98.0% | $4,510-97.7% | $10,132-99.0% |