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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,608 | $100,970-33.0% | $96,576-30.0% | $137,256-50.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.51% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $14,159 | $3,809+271.7% | $3,553+298.5% | $4,156+240.7% |
| Participant deferral / active EE | $17,170 | $8,286+107.2% | $7,956+115.8% | $6,407+168.0% |
| Admin fee / account holder | $89 | $11,312-99.2% | $11,381-99.2% | $12,270-99.3% |