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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,536 | $153,311-61.2% | $109,313-45.5% | $273,972-78.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.29% | 29.86%-26.6pp | 22.07%-18.8pp | 41.46%-38.2pp |
| Employer contribution / active EE | $12,127 | $5,619+115.8% | $3,892+211.6% | $4,869+149.1% |
| Participant deferral / active EE | $18,328 | $3,932+366.1% | $3,166+478.8% | $5,287+246.6% |
| Admin fee / account holder | $33 | $8,076-99.6% | $5,666-99.4% | $10,133-99.7% |