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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,772 | $107,666-51.0% | $102,184-48.4% | $154,746-65.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.63% | 29.33%-8.7pp | 31.58%-10.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $5,541 | $3,846+44.1% | $3,594+54.2% | $4,379+26.5% |
| Participant deferral / active EE | $5,541 | $8,719-36.5% | $8,309-33.3% | $6,730-17.7% |
| Admin fee / account holder | $135 | $12,943-99.0% | $11,609-98.8% | $14,365-99.1% |