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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,537 | $135,905-56.9% | $126,068-53.6% | $198,609-70.5% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 22.62% | 14.07%+8.6pp | 15.01%+7.6pp | 202.70%-180.1pp |
| Employer contribution / active EE | $4,472 | $4,245+5.3% | $3,968+12.7% | $5,055-11.5% |
| Participant deferral / active EE | $18,873 | $8,523+121.4% | $8,214+129.8% | $6,977+170.5% |
| Admin fee / account holder | $166 | $21,036-99.2% | $18,264-99.1% | $19,030-99.1% |