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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,114 | $90,484-60.1% | $78,675-54.1% | $273,970-86.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 75.62%-68.6pp | 62.19%-55.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,078 | $3,175-66.0% | $2,850-62.2% | $4,869-77.9% |
| Participant deferral / active EE | $1,730 | $3,901-55.7% | $3,517-50.8% | $5,287-67.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |