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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,500 | $94,439-45.5% | $73,658-30.1% | $154,746-66.7% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 22.88% | 28.25%-5.4pp | 29.72%-6.8pp | 172.34%-149.5pp |
| Employer contribution / active EE | $3,403 | $1,257+170.7% | $1,032+229.7% | $4,379-22.3% |
| Participant deferral / active EE | $15,667 | $2,527+520.0% | $2,062+659.8% | $6,730+132.8% |
| Admin fee / account holder | $134 | $3,843-96.5% | $3,357-96.0% | $14,365-99.1% |