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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,161 | $275,752-77.8% | $256,809-76.2% | $198,609-69.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 18.05% | 34.81%-16.8pp | 32.73%-14.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $4,044 | $7,721-47.6% | $7,263-44.3% | $5,055-20.0% |
| Participant deferral / active EE | $10,520 | $10,037+4.8% | $9,520+10.5% | $6,977+50.8% |
| Admin fee / account holder | $135 | $25,716-99.5% | $25,146-99.5% | $19,030-99.3% |