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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,685 | $110,303-32.3% | $95,759-22.0% | $139,487-46.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.74% | 27.19%-14.5pp | 28.42%-15.7pp | 373.84%-361.1pp |
| Employer contribution / active EE | $3,814 | $3,261+17.0% | $2,836+34.5% | $4,755-19.8% |
| Participant deferral / active EE | $18,435 | $4,674+294.4% | $4,244+334.4% | $6,713+174.6% |
| Admin fee / account holder | $24 | $6,615-99.6% | $5,678-99.6% | $11,407-99.8% |