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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,227 | $123,155-63.3% | $108,753-58.4% | $155,188-70.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.75% | 44.73%-26.0pp | 37.47%-18.7pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,290 | $2,811-54.1% | $2,427-46.9% | $4,248-69.6% |
| Participant deferral / active EE | $1,290 | $4,623-72.1% | $4,115-68.7% | $6,531-80.3% |
| Admin fee / account holder | $136 | $12,126-98.9% | $10,320-98.7% | $14,480-99.1% |