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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,537 | $100,970-42.0% | $96,576-39.4% | $137,256-57.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.62% | 38.16%-15.5pp | 38.47%-15.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $4,472 | $3,809+17.4% | $3,553+25.9% | $4,156+7.6% |
| Participant deferral / active EE | $18,873 | $8,286+127.8% | $7,956+137.2% | $6,407+194.6% |
| Admin fee / account holder | $166 | $11,312-98.5% | $11,381-98.5% | $12,270-98.7% |