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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,134 | $110,212-44.5% | $96,534-36.7% | $139,466-56.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.25% | 26.42%-6.2pp | 25.88%-5.6pp | 373.66%-353.4pp |
| Employer contribution / active EE | $4,831 | $3,620+33.4% | $2,965+62.9% | $4,754+1.6% |
| Participant deferral / active EE | $7,450 | $5,547+34.3% | $4,851+53.6% | $6,712+11.0% |
| Admin fee / account holder | $151 | $11,599-98.7% | $8,253-98.2% | $11,409-98.7% |