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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,785 | $161,352-76.6% | $134,172-71.8% | $137,256-72.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 11.81% | 28.72%-16.9pp | 25.30%-13.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $10,010 | $4,099+144.2% | $3,420+192.7% | $4,156+140.9% |
| Participant deferral / active EE | $8,601 | $5,552+54.9% | $4,690+83.4% | $6,407+34.2% |
| Admin fee / account holder | $54 | $15,028-99.6% | $12,016-99.6% | $12,270-99.6% |