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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,854 | $107,809-43.6% | $97,032-37.3% | $155,188-60.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 21.36% | 38.06%-16.7pp | 35.38%-14.0pp | 148.84%-127.5pp |
| Employer contribution / active EE | $5,251 | $2,911+80.4% | $2,629+99.7% | $4,248+23.6% |
| Participant deferral / active EE | $16,158 | $5,129+215.0% | $4,672+245.8% | $6,531+147.4% |
| Admin fee / account holder | $67 | $10,717-99.4% | $9,418-99.3% | $14,480-99.5% |