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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,746 | $161,352-67.3% | $134,172-60.7% | $137,256-61.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 17.68% | 28.72%-11.0pp | 25.30%-7.6pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,656 | $4,099+62.4% | $3,420+94.6% | $4,156+60.2% |
| Participant deferral / active EE | $5,941 | $5,552+7.0% | $4,690+26.7% | $6,407-7.3% |
| Admin fee / account holder | $67 | $15,028-99.6% | $12,016-99.4% | $12,270-99.5% |