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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,894 | $90,486-63.6% | $78,676-58.2% | $273,972-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.20% | 75.62%-64.4pp | 62.19%-51.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,968 | $3,175-38.0% | $2,850-31.0% | $4,869-59.6% |
| Participant deferral / active EE | $4,945 | $3,901+26.7% | $3,517+40.6% | $5,287-6.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |