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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,261 | $177,156-57.5% | $147,027-48.8% | $154,746-51.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 19.84% | 21.94%-2.1pp | 20.23%-0.4pp | 172.34%-152.5pp |
| Employer contribution / active EE | $7,357 | $4,336+69.6% | $3,626+102.9% | $4,379+68.0% |
| Participant deferral / active EE | $4,574 | $5,797-21.1% | $4,933-7.3% | $6,730-32.0% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |