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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,750 | $135,905-59.0% | $126,068-55.8% | $198,609-71.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.07% | 14.07%+7.0pp | 15.01%+6.1pp | 202.70%-181.6pp |
| Employer contribution / active EE | $5,711 | $4,245+34.5% | $3,968+43.9% | $5,055+13.0% |
| Participant deferral / active EE | $13,999 | $8,523+64.2% | $8,214+70.4% | $6,977+100.6% |
| Admin fee / account holder | $119 | $21,036-99.4% | $18,264-99.3% | $19,030-99.4% |