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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,855 | $110,278-72.9% | $95,740-68.8% | $139,466-78.6% |
| Participation rate | 93.3% | 75.7%+17.6pp | 72.3%+21.1pp | 80.3%+13.0pp |
| Annual return | 16.50% | 27.19%-10.7pp | 28.41%-11.9pp | 373.66%-357.2pp |
| Employer contribution / active EE | $3,268 | $3,260+0.2% | $2,836+15.2% | $4,754-31.3% |
| Participant deferral / active EE | $5,659 | $4,674+21.1% | $4,244+33.4% | $6,712-15.7% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,676-99.5% | $11,409-99.8% |