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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,391 | $107,666-59.7% | $102,184-57.5% | $154,746-72.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.55% | 29.33%-7.8pp | 31.58%-10.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $4,723 | $3,846+22.8% | $3,594+31.4% | $4,379+7.8% |
| Participant deferral / active EE | $11,957 | $8,719+37.1% | $8,309+43.9% | $6,730+77.7% |
| Admin fee / account holder | $45 | $12,943-99.7% | $11,609-99.6% | $14,365-99.7% |