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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,709 | $211,105-71.7% | $178,449-66.5% | $145,978-59.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.14% | 30.19%-21.1pp | 27.09%-17.9pp | 550.52%-541.4pp |
| Employer contribution / active EE | $4,999 | $4,569+9.4% | $3,951+26.5% | $4,662+7.2% |
| Participant deferral / active EE | $20,333 | $6,959+192.2% | $6,277+224.0% | $6,690+204.0% |
| Admin fee / account holder | $246 | $12,017-98.0% | $10,362-97.6% | $13,400-98.2% |