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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,291 | $100,901-50.2% | $75,501-33.4% | $147,586-65.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.25% | 35.78%-18.5pp | 27.35%-10.1pp | 578.59%-561.3pp |
| Employer contribution / active EE | $1,914 | $3,253-41.2% | $2,352-18.6% | $4,876-60.7% |
| Participant deferral / active EE | $4,449 | $4,027+10.5% | $3,142+41.6% | $5,439-18.2% |
| Admin fee / account holder | $187 | $11,285-98.3% | $5,801-96.8% | $10,886-98.3% |