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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,227 | $124,980-63.8% | $108,359-58.3% | $154,746-70.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.75% | 45.00%-26.3pp | 36.89%-18.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,290 | $2,851-54.8% | $2,399-46.3% | $4,379-70.6% |
| Participant deferral / active EE | $1,290 | $4,743-72.8% | $4,137-68.8% | $6,730-80.8% |
| Admin fee / account holder | $136 | $11,502-98.8% | $9,741-98.6% | $14,365-99.1% |