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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $100,970-56.5% | $96,576-54.5% | $137,256-68.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.71% | 38.16%-16.4pp | 38.47%-16.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,806 | $3,809+52.4% | $3,553+63.4% | $4,156+39.7% |
| Participant deferral / active EE | $9,196 | $8,286+11.0% | $7,956+15.6% | $6,407+43.5% |
| Admin fee / account holder | $197 | $11,312-98.3% | $11,381-98.3% | $12,270-98.4% |