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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,144 | $104,650-47.3% | $83,854-34.2% | $155,188-64.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 20.30% | 28.97%-8.7pp | 31.39%-11.1pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,420 | $1,196+18.7% | $1,017+39.6% | $4,248-66.6% |
| Participant deferral / active EE | $9,849 | $2,367+316.1% | $2,035+384.0% | $6,531+50.8% |
| Admin fee / account holder | $56 | $3,518-98.4% | $3,197-98.3% | $14,480-99.6% |