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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,633 | $211,239-78.4% | $178,528-74.4% | $145,877-68.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.8pp |
| Employer contribution / active EE | $1,169 | $4,570-74.4% | $3,950-70.4% | $4,663-74.9% |
| Participant deferral / active EE | $3,023 | $6,963-56.6% | $6,278-51.8% | $6,691-54.8% |
| Admin fee / account holder | $286 | $12,095-97.6% | $10,419-97.3% | $13,402-97.9% |