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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,538 | $94,439-48.6% | $73,658-34.1% | $154,746-68.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 21.89% | 28.25%-6.4pp | 29.72%-7.8pp | 172.34%-150.5pp |
| Employer contribution / active EE | $834 | $1,257-33.7% | $1,032-19.2% | $4,379-81.0% |
| Participant deferral / active EE | $11,072 | $2,527+338.1% | $2,062+437.0% | $6,730+64.5% |
| Admin fee / account holder | $134 | $3,843-96.5% | $3,357-96.0% | $14,365-99.1% |