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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,647 | $141,004-67.6% | $112,273-59.3% | $139,456-67.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.57% | 32.75%-7.2pp | 30.23%-4.7pp | 373.45%-347.9pp |
| Employer contribution / active EE | $6,458 | $4,285+50.7% | $3,431+88.2% | $4,753+35.9% |
| Participant deferral / active EE | $14,643 | $5,878+149.1% | $4,800+205.1% | $6,711+118.2% |
| Admin fee / account holder | $53 | $9,959-99.5% | $7,752-99.3% | $11,407-99.5% |