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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,711 | $126,661-55.2% | $113,397-50.0% | $138,895-59.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.68% | 25.05%-2.4pp | 23.20%-0.5pp | 145.39%-122.7pp |
| Employer contribution / active EE | $8,019 | $3,456+132.0% | $2,977+169.3% | $4,194+91.2% |
| Participant deferral / active EE | $15,745 | $5,693+176.6% | $5,076+210.2% | $6,396+146.2% |
| Admin fee / account holder | $98 | $14,549-99.3% | $11,957-99.2% | $12,562-99.2% |