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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,149 | $64,920-53.6% | $103,693-70.9% | $86,983-65.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 20.17% | 30.29%-10.1pp | 47.61%-27.4pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,318 | $2,141+8.3% | $2,920-20.6% | $2,584-10.3% |
| Participant deferral / active EE | $6,584 | $3,241+103.2% | $4,579+43.8% | $4,194+57.0% |
| Admin fee / account holder | $114 | $6,191-98.2% | $7,858-98.5% | $7,856-98.5% |