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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,608 | $107,666-37.2% | $102,184-33.8% | $154,746-56.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 24.51% | 29.33%-4.8pp | 31.58%-7.1pp | 172.34%-147.8pp |
| Employer contribution / active EE | $14,159 | $3,846+268.1% | $3,594+294.0% | $4,379+223.3% |
| Participant deferral / active EE | $17,170 | $8,719+96.9% | $8,309+106.6% | $6,730+155.1% |
| Admin fee / account holder | $89 | $12,943-99.3% | $11,609-99.2% | $14,365-99.4% |