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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,562 | $177,156-47.8% | $147,027-37.0% | $154,746-40.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 17.57% | 21.94%-4.4pp | 20.23%-2.7pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,579 | $4,336-63.6% | $3,626-56.4% | $4,379-63.9% |
| Participant deferral / active EE | $14,402 | $5,797+148.4% | $4,933+192.0% | $6,730+114.0% |
| Admin fee / account holder | $20 | $14,904-99.9% | $12,223-99.8% | $14,365-99.9% |