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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,192 | $141,004-61.6% | $112,273-51.7% | $139,456-61.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 23.47% | 32.75%-9.3pp | 30.23%-6.8pp | 373.45%-350.0pp |
| Employer contribution / active EE | $3,785 | $4,285-11.7% | $3,431+10.3% | $4,753-20.4% |
| Participant deferral / active EE | $8,458 | $5,878+43.9% | $4,800+76.2% | $6,711+26.0% |
| Admin fee / account holder | $230 | $9,959-97.7% | $7,752-97.0% | $11,407-98.0% |