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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,462 | $46,877-45.7% | $122,354-79.2% | $70,126-63.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 19.02% | 24.22%-5.2pp | 30.28%-11.3pp | 73.15%-54.1pp |
| Employer contribution / active EE | $2,218 | $1,288+72.2% | $4,051-45.2% | $2,343-5.3% |
| Participant deferral / active EE | $3,824 | $2,167+76.4% | $3,287+16.3% | $3,332+14.8% |
| Admin fee / account holder | $7 | $3,324-99.8% | $5,479-99.9% | $4,645-99.8% |