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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,538 | $108,285-57.9% | $77,552-41.3% | $158,982-71.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 33.31% | 31.69%+1.6pp | 54.82%-21.5pp | 302.99%-269.7pp |
| Employer contribution / active EE | $11,919 | $1,325+799.6% | $987+1108.0% | $4,763+150.3% |
| Participant deferral / active EE | $9,969 | $2,455+306.0% | $1,861+435.7% | $5,983+66.6% |
| Admin fee / account holder | $155 | $3,709-95.8% | $2,859-94.6% | $11,252-98.6% |