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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,659 | $138,312-52.5% | $122,979-46.6% | $155,188-57.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 16.61% | 22.06%-5.5pp | 20.12%-3.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $3,678 | $3,530+4.2% | $3,062+20.1% | $4,248-13.4% |
| Participant deferral / active EE | $9,357 | $5,592+67.3% | $5,003+87.0% | $6,531+43.3% |
| Admin fee / account holder | $95 | $15,089-99.4% | $12,864-99.3% | $14,480-99.3% |