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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,277 | $135,956-72.6% | $123,894-69.9% | $273,972-86.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.21% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $5,959 | $5,170+15.3% | $4,617+29.1% | $4,869+22.4% |
| Participant deferral / active EE | $13,514 | $6,343+113.1% | $5,984+125.8% | $5,287+155.6% |
| Admin fee / account holder | $158 | $9,817-98.4% | $8,357-98.1% | $10,133-98.4% |