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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,429 | $100,970-33.2% | $96,576-30.2% | $137,256-50.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 32.89% | 38.16%-5.3pp | 38.47%-5.6pp | 220.34%-187.4pp |
| Employer contribution / active EE | $5,294 | $3,809+39.0% | $3,553+49.0% | $4,156+27.4% |
| Participant deferral / active EE | $14,666 | $8,286+77.0% | $7,956+84.3% | $6,407+128.9% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |