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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,468 | $100,970-61.9% | $96,576-60.2% | $137,256-72.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.95% | 38.16%-24.2pp | 38.47%-24.5pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,361 | $3,809-38.0% | $3,553-33.6% | $4,156-43.2% |
| Participant deferral / active EE | $2,264 | $8,286-72.7% | $7,956-71.6% | $6,407-64.7% |
| Admin fee / account holder | $29 | $11,312-99.7% | $11,381-99.7% | $12,270-99.8% |