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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,703 | $78,707-35.6% | $117,861-57.0% | $70,126-27.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.82% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.3pp |
| Employer contribution / active EE | $2,302 | $2,223+3.5% | $3,786-39.2% | $2,343-1.7% |
| Participant deferral / active EE | $4,495 | $3,297+36.3% | $4,482+0.3% | $3,332+34.9% |
| Admin fee / account holder | $178 | $5,066-96.5% | $8,021-97.8% | $4,645-96.2% |