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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,478 | $115,225-61.4% | $100,712-55.8% | $138,895-68.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.05% | 40.35%-22.3pp | 33.27%-15.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $6,083 | $2,771+119.5% | $2,313+163.0% | $4,194+45.0% |
| Participant deferral / active EE | $3,587 | $4,699-23.7% | $4,085-12.2% | $6,396-43.9% |
| Admin fee / account holder | $149 | $10,844-98.6% | $9,256-98.4% | $12,562-98.8% |