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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,277 | $110,379-45.4% | $102,412-41.1% | $145,884-58.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 24.84%-2.9pp | 24.94%-3.0pp | 551.85%-529.9pp |
| Employer contribution / active EE | $4,489 | $4,216+6.5% | $3,870+16.0% | $4,662-3.7% |
| Participant deferral / active EE | $18,008 | $5,622+220.3% | $5,060+255.9% | $6,690+169.2% |
| Admin fee / account holder | $32 | $9,745-99.7% | $8,388-99.6% | $13,392-99.8% |