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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,719 | $177,156-53.9% | $147,027-44.4% | $154,746-47.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 18.08% | 21.94%-3.9pp | 20.23%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $4,837 | $4,336+11.5% | $3,626+33.4% | $4,379+10.4% |
| Participant deferral / active EE | $8,134 | $5,797+40.3% | $4,933+64.9% | $6,730+20.9% |
| Admin fee / account holder | $63 | $14,904-99.6% | $12,223-99.5% | $14,365-99.6% |