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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,137 | $106,864-43.7% | $147,318-59.2% | $82,637-27.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.49% | 27.49%-11.0pp | 70.43%-53.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $5,593 | $3,417+63.7% | $4,593+21.8% | $2,552+119.1% |
| Participant deferral / active EE | $5,499 | $6,496-15.3% | $7,906-30.4% | $4,126+33.3% |
| Admin fee / account holder | $135 | $8,415-98.4% | $13,708-99.0% | $7,339-98.2% |