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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,746 | $126,661-41.0% | $113,397-34.1% | $138,895-46.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.96% | 25.05%-7.1pp | 23.20%-5.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,805 | $3,456-18.8% | $2,977-5.8% | $4,194-33.1% |
| Participant deferral / active EE | $7,591 | $5,693+33.4% | $5,076+49.5% | $6,396+18.7% |
| Admin fee / account holder | $19 | $14,549-99.9% | $11,957-99.8% | $12,562-99.9% |