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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,670 | $167,483-62.6% | $115,752-45.9% | $147,586-57.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 20.61% | 12.11%+8.5pp | 19.41%+1.2pp | 578.59%-558.0pp |
| Employer contribution / active EE | $5,453 | $4,960+9.9% | $3,492+56.1% | $4,876+11.8% |
| Participant deferral / active EE | $4,880 | $7,037-30.7% | $5,204-6.2% | $5,439-10.3% |
| Admin fee / account holder | $9 | $13,069-99.9% | $6,278-99.9% | $10,886-99.9% |