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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,876 | $94,439-37.7% | $73,658-20.1% | $154,746-62.0% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 19.04% | 28.25%-9.2pp | 29.72%-10.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $3,244 | $1,257+158.0% | $1,032+214.2% | $4,379-25.9% |
| Participant deferral / active EE | $12,707 | $2,527+402.8% | $2,062+516.3% | $6,730+88.8% |
| Admin fee / account holder | $109 | $3,843-97.2% | $3,357-96.7% | $14,365-99.2% |