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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,053 | $154,228-72.1% | $145,433-70.4% | $137,256-68.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.35% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,445 | $4,804-69.9% | $4,554-68.3% | $4,156-65.2% |
| Participant deferral / active EE | $4,731 | $8,216-42.4% | $7,897-40.1% | $6,407-26.2% |
| Admin fee / account holder | $34 | $14,344-99.8% | $13,129-99.7% | $12,270-99.7% |