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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,825 | $103,164-20.7% | $90,259-9.3% | $154,746-47.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 18.29% | 19.25%-1.0pp | 18.88%-0.6pp | 172.34%-154.0pp |
| Employer contribution / active EE | $5,098 | $2,532+101.4% | $2,291+122.5% | $4,379+16.4% |
| Participant deferral / active EE | $13,210 | $4,422+198.8% | $3,827+245.2% | $6,730+96.3% |
| Admin fee / account holder | $62 | $8,593-99.3% | $7,267-99.2% | $14,365-99.6% |