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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,323 | $76,407+90.2% | $150,298-3.3% | $82,448+76.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 17.00% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,875 | $2,614-28.3% | $4,154-54.9% | $2,551-26.5% |
| Participant deferral / active EE | $4,418 | $3,214+37.4% | $5,453-19.0% | $4,139+6.7% |
| Admin fee / account holder | $70 | $6,352-98.9% | $14,116-99.5% | $7,234-99.0% |