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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,981 | $94,439-52.4% | $73,658-38.9% | $154,746-70.9% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 23.01% | 28.25%-5.2pp | 29.72%-6.7pp | 172.34%-149.3pp |
| Employer contribution / active EE | $6,077 | $1,257+383.4% | $1,032+488.7% | $4,379+38.8% |
| Participant deferral / active EE | $12,750 | $2,527+404.5% | $2,062+518.4% | $6,730+89.4% |
| Admin fee / account holder | $147 | $3,843-96.2% | $3,357-95.6% | $14,365-99.0% |