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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,888 | $117,846-63.6% | $102,434-58.1% | $145,884-70.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.98% | 31.90%-16.9pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $3,056 | $3,615-15.5% | $3,023+1.1% | $4,662-34.5% |
| Participant deferral / active EE | $7,917 | $5,733+38.1% | $5,055+56.6% | $6,690+18.3% |
| Admin fee / account holder | $60 | $13,356-99.5% | $9,462-99.4% | $13,392-99.5% |