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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,746 | $126,661-41.0% | $113,397-34.1% | $138,895-46.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.14% | 25.05%-4.9pp | 23.20%-3.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $4,692 | $3,456+35.8% | $2,977+57.6% | $4,194+11.9% |
| Participant deferral / active EE | $16,606 | $5,693+191.7% | $5,076+227.1% | $6,396+159.6% |
| Admin fee / account holder | $20 | $14,549-99.9% | $11,957-99.8% | $12,562-99.8% |