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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,734 | $135,956-66.4% | $123,894-63.1% | $273,972-83.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.91% | 56.63%-51.7pp | 47.52%-42.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $4,423 | $5,170-14.5% | $4,617-4.2% | $4,869-9.2% |
| Participant deferral / active EE | $22,159 | $6,343+249.4% | $5,984+270.3% | $5,287+319.1% |
| Admin fee / account holder | $233 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |