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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,435 | $126,661-46.8% | $113,397-40.5% | $138,895-51.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.44% | 25.05%-13.6pp | 23.20%-11.8pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,500 | $3,456-56.6% | $2,977-49.6% | $4,194-64.2% |
| Participant deferral / active EE | $11,250 | $5,693+97.6% | $5,076+121.6% | $6,396+75.9% |
| Admin fee / account holder | $229 | $14,549-98.4% | $11,957-98.1% | $12,562-98.2% |