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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,556 | $107,733-61.4% | $92,985-55.3% | $154,746-73.1% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 21.08% | 30.39%-9.3pp | 27.99%-6.9pp | 172.34%-151.3pp |
| Employer contribution / active EE | $5,676 | $3,126+81.5% | $2,662+113.2% | $4,379+29.6% |
| Participant deferral / active EE | $23,638 | $5,053+367.8% | $4,377+440.1% | $6,730+251.2% |
| Admin fee / account holder | $91 | $11,369-99.2% | $9,463-99.0% | $14,365-99.4% |