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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,603 | $135,905-54.7% | $126,068-51.1% | $198,609-69.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.64% | 14.07%+7.6pp | 15.01%+6.6pp | 202.70%-181.1pp |
| Employer contribution / active EE | $12,476 | $4,245+193.9% | $3,968+214.4% | $5,055+146.8% |
| Participant deferral / active EE | $20,834 | $8,523+144.4% | $8,214+153.6% | $6,977+198.6% |
| Admin fee / account holder | $149 | $21,036-99.3% | $18,264-99.2% | $19,030-99.2% |