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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,011 | $118,467-54.4% | $98,450-45.1% | $139,456-61.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 19.22% | 18.95%+0.3pp | 21.16%-1.9pp | 373.45%-354.2pp |
| Employer contribution / active EE | $4,825 | $3,611+33.6% | $3,049+58.3% | $4,753+1.5% |
| Participant deferral / active EE | $11,559 | $5,393+114.3% | $4,739+143.9% | $6,711+72.2% |
| Admin fee / account holder | $65 | $14,057-99.5% | $8,961-99.3% | $11,407-99.4% |