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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,506 | $117,895-46.1% | $102,460-38.0% | $145,897-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.81% | 31.92%-1.1pp | 29.47%+1.3pp | 552.29%-521.5pp |
| Employer contribution / active EE | $5,326 | $3,619+47.2% | $3,025+76.0% | $4,663+14.2% |
| Participant deferral / active EE | $6,049 | $5,736+5.5% | $5,056+19.6% | $6,689-9.6% |
| Admin fee / account holder | $145 | $13,353-98.9% | $9,460-98.5% | $13,390-98.9% |