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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,659 | $136,860-52.0% | $120,344-45.4% | $154,746-57.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 16.61% | 21.38%-4.8pp | 20.30%-3.7pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,678 | $3,533+4.1% | $3,020+21.8% | $4,379-16.0% |
| Participant deferral / active EE | $9,357 | $5,793+61.5% | $5,135+82.2% | $6,730+39.0% |
| Admin fee / account holder | $95 | $15,393-99.4% | $12,742-99.3% | $14,365-99.3% |