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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,242 | $46,877+9.3% | $122,354-58.1% | $70,126-26.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 14.70% | 24.22%-9.5pp | 30.28%-15.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,941 | $1,288+50.6% | $4,051-52.1% | $2,343-17.1% |
| Participant deferral / active EE | $3,812 | $2,167+75.9% | $3,287+16.0% | $3,332+14.4% |
| Admin fee / account holder | $23 | $3,324-99.3% | $5,479-99.6% | $4,645-99.5% |