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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,127 | $135,905-49.9% | $126,068-46.0% | $198,609-65.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 19.64% | 14.07%+5.6pp | 15.01%+4.6pp | 202.70%-183.1pp |
| Employer contribution / active EE | $5,350 | $4,245+26.0% | $3,968+34.8% | $5,055+5.8% |
| Participant deferral / active EE | $15,390 | $8,523+80.6% | $8,214+87.4% | $6,977+120.6% |
| Admin fee / account holder | $76 | $21,036-99.6% | $18,264-99.6% | $19,030-99.6% |