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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,759 | $126,661-51.2% | $113,397-45.5% | $138,895-55.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.71% | 25.05%-7.3pp | 23.20%-5.5pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,605 | $3,456+4.3% | $2,977+21.1% | $4,194-14.0% |
| Participant deferral / active EE | $6,233 | $5,693+9.5% | $5,076+22.8% | $6,396-2.6% |
| Admin fee / account holder | $92 | $14,549-99.4% | $11,957-99.2% | $12,562-99.3% |