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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,711 | $102,609-53.5% | $98,090-51.4% | $138,895-65.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 37.07% | 36.44%+0.6pp | 37.05%0pp | 145.39%-108.3pp |
| Employer contribution / active EE | $3,989 | $3,867+3.1% | $3,606+10.6% | $4,194-4.9% |
| Participant deferral / active EE | $11,750 | $8,167+43.9% | $7,845+49.8% | $6,396+83.7% |
| Admin fee / account holder | $170 | $11,434-98.5% | $11,815-98.6% | $12,562-98.6% |