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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,207 | $118,496-55.1% | $98,461-46.0% | $139,466-61.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.77% | 18.96%+2.8pp | 21.17%+0.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,872 | $3,611-48.2% | $3,049-38.6% | $4,754-60.6% |
| Participant deferral / active EE | $5,480 | $5,393+1.6% | $4,738+15.7% | $6,712-18.4% |
| Admin fee / account holder | $117 | $14,056-99.2% | $8,961-98.7% | $11,409-99.0% |