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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,322 | $135,905-57.1% | $126,068-53.7% | $198,609-70.6% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.81% | 14.07%+5.7pp | 15.01%+4.8pp | 202.70%-182.9pp |
| Employer contribution / active EE | $2,714 | $4,245-36.1% | $3,968-31.6% | $5,055-46.3% |
| Participant deferral / active EE | $7,595 | $8,523-10.9% | $8,214-7.5% | $6,977+8.9% |
| Admin fee / account holder | $120 | $21,036-99.4% | $18,264-99.3% | $19,030-99.4% |