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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,544 | $123,155-29.7% | $108,753-20.4% | $155,188-44.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 21.70% | 44.73%-23.0pp | 37.47%-15.8pp | 148.84%-127.1pp |
| Employer contribution / active EE | $5,256 | $2,811+87.0% | $2,427+116.6% | $4,248+23.7% |
| Participant deferral / active EE | $9,607 | $4,623+107.8% | $4,115+133.5% | $6,531+47.1% |
| Admin fee / account holder | $18 | $12,126-99.8% | $10,320-99.8% | $14,480-99.9% |