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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,408 | $155,555-70.2% | $146,866-68.4% | $155,188-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 29.15% | 115.41%-86.3pp | 102.85%-73.7pp | 148.84%-119.7pp |
| Employer contribution / active EE | $2,250 | $4,647-51.6% | $4,425-49.2% | $4,248-47.0% |
| Participant deferral / active EE | $25,429 | $8,044+216.1% | $7,759+227.7% | $6,531+289.3% |
| Admin fee / account holder | $61 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |