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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,218 | $201,370-71.6% | $184,256-68.9% | $145,897-60.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.24% | 29.05%-14.8pp | 28.85%-14.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,746 | $7,024-60.9% | $6,427-57.3% | $4,663-41.1% |
| Participant deferral / active EE | $14,239 | $9,808+45.2% | $9,133+55.9% | $6,689+112.9% |
| Admin fee / account holder | $130 | $16,364-99.2% | $13,899-99.1% | $13,390-99.0% |