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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,383 | $99,345-46.3% | $84,753-37.0% | $273,972-80.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.35% | 22.93%-10.6pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $15,987 | $4,214+279.4% | $3,574+347.2% | $4,869+228.3% |
| Participant deferral / active EE | $21,000 | $4,270+391.8% | $3,712+465.7% | $5,287+297.2% |
| Admin fee / account holder | $18 | $6,645-99.7% | $5,333-99.7% | $10,133-99.8% |