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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,995 | $72,269-25.3% | $101,271-46.7% | $79,852-32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 21.00% | 22.29%-1.3pp | 46.48%-25.5pp | 31.72%-10.7pp |
| Employer contribution / active EE | $15,324 | $2,692+469.3% | $3,660+318.7% | $2,471+520.1% |
| Participant deferral / active EE | $6,401 | $3,282+95.0% | $4,371+46.4% | $3,740+71.1% |
| Admin fee / account holder | $97 | $4,401-97.8% | $5,948-98.4% | $5,306-98.2% |