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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,860 | $199,109-77.0% | $173,730-73.6% | $154,746-70.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 21.60% | 20.02%+1.6pp | 19.96%+1.6pp | 172.34%-150.7pp |
| Employer contribution / active EE | $4,516 | $5,311-15.0% | $4,577-1.4% | $4,379+3.1% |
| Participant deferral / active EE | $17,446 | $7,113+145.3% | $6,326+175.8% | $6,730+159.2% |
| Admin fee / account holder | $204 | $20,916-99.0% | $17,523-98.8% | $14,365-98.6% |