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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,668 | $92,798-35.7% | $96,707-38.3% | $137,256-56.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 15.29% | 31.24%-16.0pp | 34.78%-19.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,439 | $4,147+31.1% | $4,191+29.8% | $4,156+30.9% |
| Participant deferral / active EE | $7,105 | $5,877+20.9% | $5,997+18.5% | $6,407+10.9% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |