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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,668 | $185,141-79.7% | $153,416-75.4% | $155,188-75.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 19.41% | 18.72%+0.7pp | 17.84%+1.6pp | 148.84%-129.4pp |
| Employer contribution / active EE | $11,367 | $4,489+153.2% | $3,764+202.0% | $4,248+167.6% |
| Participant deferral / active EE | $4,547 | $5,477-17.0% | $4,723-3.7% | $6,531-30.4% |
| Admin fee / account holder | $0 | $16,005-100.0% | $13,095-100.0% | $14,480-100.0% |