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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,304 | $112,729-59.8% | $98,716-54.1% | $137,256-67.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.23% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,226 | $2,725+91.8% | $2,279+129.4% | $4,156+25.8% |
| Participant deferral / active EE | $14,324 | $4,640+208.7% | $4,048+253.9% | $6,407+123.6% |
| Admin fee / account holder | $231 | $10,129-97.7% | $8,703-97.4% | $12,270-98.1% |