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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,637 | $110,379-60.5% | $102,412-57.4% | $145,884-70.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.19% | 24.84%+0.4pp | 24.94%+0.3pp | 551.85%-526.7pp |
| Employer contribution / active EE | $9,307 | $4,216+120.7% | $3,870+140.5% | $4,662+99.6% |
| Participant deferral / active EE | $11,276 | $5,622+100.6% | $5,060+122.8% | $6,690+68.6% |
| Admin fee / account holder | $221 | $9,745-97.7% | $8,388-97.4% | $13,392-98.4% |