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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,977 | $103,392-54.6% | $87,104-46.1% | $152,897-69.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 29.44% | 28.10%+1.3pp | 28.19%+1.2pp | 345.43%-316.0pp |
| Employer contribution / active EE | $3,476 | $3,221+7.9% | $2,521+37.9% | $4,764-27.0% |
| Participant deferral / active EE | $11,468 | $4,778+140.0% | $4,048+183.3% | $5,851+96.0% |
| Admin fee / account holder | $15 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |