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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,746 | $177,156-70.2% | $147,027-64.1% | $154,746-65.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.68% | 21.94%-4.3pp | 20.23%-2.6pp | 172.34%-154.7pp |
| Employer contribution / active EE | $6,656 | $4,336+53.5% | $3,626+83.6% | $4,379+52.0% |
| Participant deferral / active EE | $5,941 | $5,797+2.5% | $4,933+20.4% | $6,730-11.7% |
| Admin fee / account holder | $67 | $14,904-99.5% | $12,223-99.4% | $14,365-99.5% |