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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,960 | $49,249+42.1% | $70,476-0.7% | $79,852-12.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 20.15% | 30.09%-9.9pp | 109.12%-89.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $2,013 | $2,100-4.1% | $2,738-26.5% | $2,471-18.5% |
| Participant deferral / active EE | $2,013 | $2,769-27.3% | $3,710-45.7% | $3,740-46.2% |
| Admin fee / account holder | $18 | $2,878-99.4% | $3,847-99.5% | $5,306-99.7% |