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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,255 | $85,094-3.3% | $76,327+7.8% | $145,884-43.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 23.53% | 13.13%+10.4pp | 13.79%+9.7pp | 551.85%-528.3pp |
| Employer contribution / active EE | $5,498 | $5,261+4.5% | $4,584+19.9% | $4,662+17.9% |
| Participant deferral / active EE | $18,195 | $6,390+184.7% | $5,478+232.1% | $6,690+172.0% |
| Admin fee / account holder | $232 | $5,773-96.0% | $5,139-95.5% | $13,392-98.3% |