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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,979 | $135,905-52.9% | $126,068-49.3% | $198,609-67.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 15.72% | 14.07%+1.7pp | 15.01%+0.7pp | 202.70%-187.0pp |
| Employer contribution / active EE | $8,137 | $4,245+91.7% | $3,968+105.1% | $5,055+61.0% |
| Participant deferral / active EE | $11,142 | $8,523+30.7% | $8,214+35.7% | $6,977+59.7% |
| Admin fee / account holder | $73 | $21,036-99.7% | $18,264-99.6% | $19,030-99.6% |