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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,405 | $149,679-31.6% | $117,039-12.5% | $147,586-30.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 13.62% | 19.31%-5.7pp | 18.95%-5.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,120 | $4,937-77.3% | $3,785-70.4% | $4,876-77.0% |
| Participant deferral / active EE | $6,857 | $4,912+39.6% | $3,929+74.5% | $5,439+26.1% |
| Admin fee / account holder | $40 | $7,856-99.5% | $5,974-99.3% | $10,886-99.6% |