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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,061 | $107,666-55.4% | $102,184-53.0% | $154,746-68.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 25.19% | 29.33%-4.1pp | 31.58%-6.4pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,322 | $3,846-39.6% | $3,594-35.4% | $4,379-47.0% |
| Participant deferral / active EE | $13,149 | $8,719+50.8% | $8,309+58.3% | $6,730+95.4% |
| Admin fee / account holder | $78 | $12,943-99.4% | $11,609-99.3% | $14,365-99.5% |