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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,055 | $100,970-38.5% | $96,576-35.7% | $137,256-54.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.26% | 38.16%-16.9pp | 38.47%-17.2pp | 220.34%-199.1pp |
| Employer contribution / active EE | $12,380 | $3,809+225.0% | $3,553+248.4% | $4,156+197.9% |
| Participant deferral / active EE | $15,245 | $8,286+84.0% | $7,956+91.6% | $6,407+138.0% |
| Admin fee / account holder | $57 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |