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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,833 | $110,303-43.9% | $95,759-35.4% | $139,487-55.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.89% | 27.19%-3.3pp | 28.42%-4.5pp | 373.84%-349.9pp |
| Employer contribution / active EE | $3,590 | $3,261+10.1% | $2,836+26.6% | $4,755-24.5% |
| Participant deferral / active EE | $12,607 | $4,674+169.7% | $4,244+197.1% | $6,713+87.8% |
| Admin fee / account holder | $16 | $6,615-99.8% | $5,678-99.7% | $11,407-99.9% |