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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,979 | $100,970-36.6% | $96,576-33.8% | $137,256-53.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.72% | 38.16%-22.4pp | 38.47%-22.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $8,137 | $3,809+113.6% | $3,553+129.0% | $4,156+95.8% |
| Participant deferral / active EE | $11,142 | $8,286+34.5% | $7,956+40.0% | $6,407+73.9% |
| Admin fee / account holder | $73 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |