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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $97,289-54.9% | $92,805-52.7% | $155,188-71.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.71% | 29.03%-7.3pp | 31.59%-9.9pp | 148.84%-127.1pp |
| Employer contribution / active EE | $5,806 | $3,632+59.9% | $3,424+69.6% | $4,248+36.7% |
| Participant deferral / active EE | $9,196 | $8,795+4.6% | $8,448+8.9% | $6,531+40.8% |
| Admin fee / account holder | $197 | $12,015-98.4% | $10,911-98.2% | $14,480-98.6% |