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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,608 | $91,037-52.1% | $71,671-39.2% | $147,586-70.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 22.63% | 20.48%+2.2pp | 20.65%+2.0pp | 578.59%-556.0pp |
| Employer contribution / active EE | $2,354 | $3,327-29.3% | $2,460-4.3% | $4,876-51.7% |
| Participant deferral / active EE | $8,267 | $4,498+83.8% | $3,438+140.5% | $5,439+52.0% |
| Admin fee / account holder | $149 | $8,613-98.3% | $5,558-97.3% | $10,886-98.6% |