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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,976 | $49,249+11.6% | $70,476-22.0% | $79,852-31.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 21.97% | 30.09%-8.1pp | 109.12%-87.1pp | 31.72%-9.7pp |
| Employer contribution / active EE | $9,410 | $2,100+348.0% | $2,738+243.7% | $2,471+280.8% |
| Participant deferral / active EE | $4,448 | $2,769+60.6% | $3,710+19.9% | $3,740+18.9% |
| Admin fee / account holder | $203 | $2,878-93.0% | $3,847-94.7% | $5,306-96.2% |