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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,711 | $138,312-59.0% | $122,979-53.9% | $155,188-63.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.68% | 22.06%+0.6pp | 20.12%+2.6pp | 148.84%-126.2pp |
| Employer contribution / active EE | $8,019 | $3,530+127.1% | $3,062+161.8% | $4,248+88.8% |
| Participant deferral / active EE | $15,745 | $5,592+181.5% | $5,003+214.7% | $6,531+141.1% |
| Admin fee / account holder | $98 | $15,089-99.4% | $12,864-99.2% | $14,480-99.3% |