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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,242 | $135,956-74.8% | $123,894-72.4% | $273,972-87.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.76% | 56.63%-44.9pp | 47.52%-35.8pp | 41.46%-29.7pp |
| Employer contribution / active EE | $3,509 | $5,170-32.1% | $4,617-24.0% | $4,869-27.9% |
| Participant deferral / active EE | $12,813 | $6,343+102.0% | $5,984+114.1% | $5,287+142.3% |
| Admin fee / account holder | $61 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |