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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,643 | $135,905-64.9% | $126,068-62.2% | $198,609-76.0% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.79% | 14.07%+6.7pp | 15.01%+5.8pp | 202.70%-181.9pp |
| Employer contribution / active EE | $2,674 | $4,245-37.0% | $3,968-32.6% | $5,055-47.1% |
| Participant deferral / active EE | $4,602 | $8,523-46.0% | $8,214-44.0% | $6,977-34.0% |
| Admin fee / account holder | $117 | $21,036-99.4% | $18,264-99.4% | $19,030-99.4% |