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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,758 | $102,609-49.6% | $98,090-47.2% | $138,895-62.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 25.14% | 36.44%-11.3pp | 37.05%-11.9pp | 145.39%-120.3pp |
| Employer contribution / active EE | $1,650 | $3,867-57.3% | $3,606-54.2% | $4,194-60.7% |
| Participant deferral / active EE | $23,500 | $8,167+187.7% | $7,845+199.6% | $6,396+267.4% |
| Admin fee / account holder | $92 | $11,434-99.2% | $11,815-99.2% | $12,562-99.3% |