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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,214 | $126,661-43.0% | $113,397-36.3% | $138,895-48.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 33.70% | 25.05%+8.6pp | 23.20%+10.5pp | 145.39%-111.7pp |
| Employer contribution / active EE | $1,839 | $3,456-46.8% | $2,977-38.2% | $4,194-56.2% |
| Participant deferral / active EE | $16,639 | $5,693+192.3% | $5,076+227.8% | $6,396+160.1% |
| Admin fee / account holder | $142 | $14,549-99.0% | $11,957-98.8% | $12,562-98.9% |