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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,010 | $201,370-62.3% | $184,256-58.7% | $145,897-47.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.17% | 29.05%-0.9pp | 28.85%-0.7pp | 552.29%-524.1pp |
| Employer contribution / active EE | $5,580 | $7,024-20.6% | $6,427-13.2% | $4,663+19.7% |
| Participant deferral / active EE | $11,745 | $9,808+19.7% | $9,133+28.6% | $6,689+75.6% |
| Admin fee / account holder | $293 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |