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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,240 | $102,609-62.7% | $98,090-61.0% | $138,895-72.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.52% | 36.44%-19.9pp | 37.05%-20.5pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,370 | $3,867-38.7% | $3,606-34.3% | $4,194-43.5% |
| Participant deferral / active EE | $4,063 | $8,167-50.3% | $7,845-48.2% | $6,396-36.5% |
| Admin fee / account holder | $281 | $11,434-97.5% | $11,815-97.6% | $12,562-97.8% |