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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,224 | $72,486-32.1% | $87,103-43.5% | $72,976-32.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.06% | 24.46%+0.6pp | 28.19%-3.1pp | 81.02%-56.0pp |
| Employer contribution / active EE | $2,695 | $1,894+42.3% | $2,521+6.9% | $2,440+10.4% |
| Participant deferral / active EE | $5,278 | $3,270+61.4% | $4,049+30.4% | $3,608+46.3% |
| Admin fee / account holder | $1 | $5,055-100.0% | $7,491-100.0% | $5,124-100.0% |