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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,144 | $94,439-41.6% | $73,658-25.1% | $154,746-64.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 20.30% | 28.25%-8.0pp | 29.72%-9.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,420 | $1,257+12.9% | $1,032+37.5% | $4,379-67.6% |
| Participant deferral / active EE | $9,849 | $2,527+289.7% | $2,062+377.7% | $6,730+46.3% |
| Admin fee / account holder | $56 | $3,843-98.6% | $3,357-98.3% | $14,365-99.6% |