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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,758 | $100,970-48.7% | $96,576-46.4% | $137,256-62.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.14% | 38.16%-13.0pp | 38.47%-13.3pp | 220.34%-195.2pp |
| Employer contribution / active EE | $1,650 | $3,809-56.7% | $3,553-53.6% | $4,156-60.3% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $92 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |