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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,900 | $138,312-57.4% | $122,979-52.1% | $155,188-62.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 15.54% | 22.06%-6.5pp | 20.12%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $7,348 | $3,530+108.1% | $3,062+139.9% | $4,248+73.0% |
| Participant deferral / active EE | $4,440 | $5,592-20.6% | $5,003-11.3% | $6,531-32.0% |
| Admin fee / account holder | $285 | $15,089-98.1% | $12,864-97.8% | $14,480-98.0% |