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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,564 | $107,666-34.5% | $102,184-30.9% | $154,746-54.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 22.09% | 29.33%-7.2pp | 31.58%-9.5pp | 172.34%-150.2pp |
| Employer contribution / active EE | $6,031 | $3,846+56.8% | $3,594+67.8% | $4,379+37.7% |
| Participant deferral / active EE | $16,844 | $8,719+93.2% | $8,309+102.7% | $6,730+150.3% |
| Admin fee / account holder | $87 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |