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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,277 | $100,970-57.1% | $96,576-55.2% | $137,256-68.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 26.61% | 38.16%-11.6pp | 38.47%-11.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $7,144 | $3,809+87.5% | $3,553+101.1% | $4,156+71.9% |
| Participant deferral / active EE | $16,268 | $8,286+96.3% | $7,956+104.5% | $6,407+153.9% |
| Admin fee / account holder | $111 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |