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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,330 | $124,425-57.9% | $112,040-53.3% | $137,256-61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.45% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,758 | $3,411-19.1% | $2,954-6.6% | $4,156-33.6% |
| Participant deferral / active EE | $11,917 | $5,718+108.4% | $5,098+133.8% | $6,407+86.0% |
| Admin fee / account holder | $56 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |