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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,000 | $210,510-79.1% | $153,500-71.3% | $145,877-69.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.43% | 13.45%+1.0pp | 15.70%-1.3pp | 551.28%-536.9pp |
| Employer contribution / active EE | $2,723 | $6,052-55.0% | $5,039-46.0% | $4,663-41.6% |
| Participant deferral / active EE | $13,617 | $7,974+70.8% | $6,756+101.6% | $6,691+103.5% |
| Admin fee / account holder | $227 | $19,455-98.8% | $12,736-98.2% | $13,402-98.3% |