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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,506 | $117,904-46.1% | $102,457-38.0% | $145,978-56.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 30.81% | 31.80%-1.0pp | 29.41%+1.4pp | 550.52%-519.7pp |
| Employer contribution / active EE | $5,326 | $3,613+47.4% | $3,022+76.2% | $4,662+14.2% |
| Participant deferral / active EE | $6,049 | $5,733+5.5% | $5,054+19.7% | $6,690-9.6% |
| Admin fee / account holder | $145 | $13,329-98.9% | $9,451-98.5% | $13,400-98.9% |