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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,999 | $135,905-56.6% | $126,068-53.2% | $198,609-70.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.78% | 14.07%+8.7pp | 15.01%+7.8pp | 202.70%-179.9pp |
| Employer contribution / active EE | $6,002 | $4,245+41.4% | $3,968+51.3% | $5,055+18.7% |
| Participant deferral / active EE | $10,378 | $8,523+21.8% | $8,214+26.4% | $6,977+48.8% |
| Admin fee / account holder | $117 | $21,036-99.4% | $18,264-99.4% | $19,030-99.4% |