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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,421 | $124,425-50.6% | $112,040-45.2% | $137,256-55.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.73% | 24.72%-5.0pp | 24.52%-4.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,611 | $3,411-52.8% | $2,954-45.5% | $4,156-61.2% |
| Participant deferral / active EE | $5,921 | $5,718+3.5% | $5,098+16.1% | $6,407-7.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |