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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,624 | $127,387-49.3% | $115,038-43.8% | $125,389-48.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 12.94% | 31.28%-18.3pp | 26.14%-13.2pp | 282.24%-269.3pp |
| Employer contribution / active EE | $5,376 | $5,166+4.1% | $4,608+16.7% | $4,866+10.5% |
| Participant deferral / active EE | $12,314 | $6,423+91.7% | $6,026+104.3% | $5,352+130.1% |
| Admin fee / account holder | $123 | $9,516-98.7% | $8,175-98.5% | $9,541-98.7% |