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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,851 | $135,905-56.0% | $126,068-52.5% | $198,609-69.9% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 23.72% | 14.07%+9.7pp | 15.01%+8.7pp | 202.70%-179.0pp |
| Employer contribution / active EE | $2,367 | $4,245-44.3% | $3,968-40.4% | $5,055-53.2% |
| Participant deferral / active EE | $9,734 | $8,523+14.2% | $8,214+18.5% | $6,977+39.5% |
| Admin fee / account holder | $120 | $21,036-99.4% | $18,264-99.3% | $19,030-99.4% |