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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,825 | $102,245-20.0% | $89,340-8.4% | $137,256-40.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.29% | 21.89%-3.6pp | 20.57%-2.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,098 | $2,529+101.6% | $2,231+128.5% | $4,156+22.7% |
| Participant deferral / active EE | $13,210 | $4,436+197.8% | $3,823+245.6% | $6,407+106.2% |
| Admin fee / account holder | $62 | $8,085-99.2% | $6,704-99.1% | $12,270-99.5% |