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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,556 | $106,588-61.0% | $94,215-55.9% | $155,188-73.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 21.08% | 29.39%-8.3pp | 28.22%-7.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $5,676 | $3,080+84.3% | $2,675+112.2% | $4,248+33.6% |
| Participant deferral / active EE | $23,638 | $4,802+392.2% | $4,276+452.8% | $6,531+261.9% |
| Admin fee / account holder | $91 | $12,281-99.3% | $10,216-99.1% | $14,480-99.4% |