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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,227 | $115,225-60.7% | $100,712-55.1% | $138,895-67.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.75% | 40.35%-21.6pp | 33.27%-14.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,290 | $2,771-53.5% | $2,313-44.2% | $4,194-69.3% |
| Participant deferral / active EE | $1,290 | $4,699-72.6% | $4,085-68.4% | $6,396-79.8% |
| Admin fee / account holder | $136 | $10,844-98.8% | $9,256-98.5% | $12,562-98.9% |