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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,120 | $162,967-57.6% | $135,792-49.1% | $138,895-50.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 18.60% | 30.08%-11.5pp | 25.96%-7.4pp | 145.39%-126.8pp |
| Employer contribution / active EE | $14,913 | $4,211+254.1% | $3,496+326.6% | $4,194+255.6% |
| Participant deferral / active EE | $7,257 | $5,640+28.7% | $4,759+52.5% | $6,396+13.5% |
| Admin fee / account holder | $26 | $15,306-99.8% | $12,266-99.8% | $12,562-99.8% |