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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,772 | $97,289-45.8% | $92,805-43.1% | $155,188-66.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 20.63% | 29.03%-8.4pp | 31.59%-11.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $5,541 | $3,632+52.6% | $3,424+61.8% | $4,248+30.4% |
| Participant deferral / active EE | $5,541 | $8,795-37.0% | $8,448-34.4% | $6,531-15.2% |
| Admin fee / account holder | $135 | $12,015-98.9% | $10,911-98.8% | $14,480-99.1% |