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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,550 | $110,278-28.8% | $95,740-18.0% | $139,466-43.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.50% | 27.19%+0.3pp | 28.41%-0.9pp | 373.66%-346.2pp |
| Employer contribution / active EE | $9,391 | $3,260+188.0% | $2,836+231.1% | $4,754+97.5% |
| Participant deferral / active EE | $10,726 | $4,674+129.5% | $4,244+152.7% | $6,712+59.8% |
| Admin fee / account holder | $52 | $6,613-99.2% | $5,676-99.1% | $11,409-99.5% |