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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,631 | $211,239-44.3% | $178,528-34.1% | $145,877-19.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.64% | 30.22%-3.6pp | 27.11%-0.5pp | 551.28%-524.6pp |
| Employer contribution / active EE | $3,087 | $4,570-32.5% | $3,950-21.9% | $4,663-33.8% |
| Participant deferral / active EE | $8,100 | $6,963+16.3% | $6,278+29.0% | $6,691+21.1% |
| Admin fee / account holder | $38 | $12,095-99.7% | $10,419-99.6% | $13,402-99.7% |