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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,889 | $138,393-50.9% | $184,256-63.2% | $80,959-16.1% |
| Participation rate | 99.0% | 83.9%+15.1pp | 86.8%+12.1pp | 67.7%+31.3pp |
| Annual return | 18.95% | 20.01%-1.1pp | 28.85%-9.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $30,487 | $4,847+528.9% | $6,427+374.3% | $2,757+1005.7% |
| Participant deferral / active EE | $12,440 | $7,076+75.8% | $9,133+36.2% | $4,300+189.3% |
| Admin fee / account holder | $10 | $10,489-99.9% | $13,899-99.9% | $6,925-99.8% |