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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,564 | $97,289-27.5% | $92,805-24.0% | $155,188-54.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.09% | 29.03%-6.9pp | 31.59%-9.5pp | 148.84%-126.7pp |
| Employer contribution / active EE | $6,031 | $3,632+66.1% | $3,424+76.1% | $4,248+42.0% |
| Participant deferral / active EE | $16,844 | $8,795+91.5% | $8,448+99.4% | $6,531+157.9% |
| Admin fee / account holder | $87 | $12,015-99.3% | $10,911-99.2% | $14,480-99.4% |