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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,633 | $211,288-78.4% | $178,540-74.4% | $145,884-68.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.48% | 30.27%-18.8pp | 27.15%-15.7pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,169 | $4,574-74.5% | $3,953-70.4% | $4,662-74.9% |
| Participant deferral / active EE | $3,023 | $6,967-56.6% | $6,281-51.9% | $6,690-54.8% |
| Admin fee / account holder | $286 | $12,105-97.6% | $10,424-97.3% | $13,392-97.9% |