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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,175 | $135,905-63.8% | $126,068-61.0% | $198,609-75.2% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.68% | 14.07%+5.6pp | 15.01%+4.7pp | 202.70%-183.0pp |
| Employer contribution / active EE | $3,859 | $4,245-9.1% | $3,968-2.8% | $5,055-23.7% |
| Participant deferral / active EE | $6,432 | $8,523-24.5% | $8,214-21.7% | $6,977-7.8% |
| Admin fee / account holder | $69 | $21,036-99.7% | $18,264-99.6% | $19,030-99.6% |