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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,738 | $61,172-5.6% | $185,851-68.9% | $79,389-27.3% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.62% | 19.45%-5.8pp | 122.11%-108.5pp | 116.89%-103.3pp |
| Employer contribution / active EE | $3,185 | $2,321+37.2% | $5,168-38.4% | $2,428+31.2% |
| Participant deferral / active EE | $4,055 | $2,788+45.4% | $5,569-27.2% | $4,046+0.2% |
| Admin fee / account holder | $9 | $710-98.7% | $16,245-99.9% | $626-98.5% |