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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,603 | $100,970-39.0% | $96,576-36.2% | $137,256-55.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.64% | 38.16%-16.5pp | 38.47%-16.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $12,476 | $3,809+227.5% | $3,553+251.1% | $4,156+200.2% |
| Participant deferral / active EE | $20,834 | $8,286+151.4% | $7,956+161.9% | $6,407+225.2% |
| Admin fee / account holder | $149 | $11,312-98.7% | $11,381-98.7% | $12,270-98.8% |