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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,733 | $90,486-41.7% | $78,676-33.0% | $273,972-80.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 3.44% | 75.62%-72.2pp | 62.19%-58.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $4,517 | $3,175+42.3% | $2,850+58.5% | $4,869-7.2% |
| Participant deferral / active EE | $9,397 | $3,901+140.9% | $3,517+167.2% | $5,287+77.7% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |