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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,916 | $110,278-50.2% | $95,740-42.6% | $139,466-60.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 35.02% | 27.19%+7.8pp | 28.41%+6.6pp | 373.66%-338.6pp |
| Employer contribution / active EE | $2,161 | $3,260-33.7% | $2,836-23.8% | $4,754-54.6% |
| Participant deferral / active EE | $3,124 | $4,674-33.2% | $4,244-26.4% | $6,712-53.5% |
| Admin fee / account holder | $3 | $6,613-100.0% | $5,676-99.9% | $11,409-100.0% |