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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,663 | $107,666-66.9% | $102,184-65.1% | $154,746-77.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 21.30% | 29.33%-8.0pp | 31.58%-10.3pp | 172.34%-151.0pp |
| Employer contribution / active EE | $7,571 | $3,846+96.9% | $3,594+110.7% | $4,379+72.9% |
| Participant deferral / active EE | $13,344 | $8,719+53.0% | $8,309+60.6% | $6,730+98.3% |
| Admin fee / account holder | $53 | $12,943-99.6% | $11,609-99.5% | $14,365-99.6% |