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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,055 | $135,905-54.3% | $126,068-50.8% | $198,609-68.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 21.26% | 14.07%+7.2pp | 15.01%+6.3pp | 202.70%-181.4pp |
| Employer contribution / active EE | $12,380 | $4,245+191.6% | $3,968+212.0% | $5,055+144.9% |
| Participant deferral / active EE | $15,245 | $8,523+78.9% | $8,214+85.6% | $6,977+118.5% |
| Admin fee / account holder | $57 | $21,036-99.7% | $18,264-99.7% | $19,030-99.7% |