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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,143 | $110,240-52.7% | $96,544-46.0% | $139,487-62.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 21.27% | 26.41%-5.1pp | 25.88%-4.6pp | 373.84%-352.6pp |
| Employer contribution / active EE | $3,217 | $3,622-11.2% | $2,966+8.4% | $4,755-32.3% |
| Participant deferral / active EE | $16,183 | $5,549+191.7% | $4,851+233.6% | $6,713+141.1% |
| Admin fee / account holder | $201 | $11,602-98.3% | $8,254-97.6% | $11,407-98.2% |