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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,028 | $100,970-41.5% | $96,576-38.9% | $137,256-57.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.26% | 38.16%-14.9pp | 38.47%-15.2pp | 220.34%-197.1pp |
| Employer contribution / active EE | $1,933 | $3,809-49.3% | $3,553-45.6% | $4,156-53.5% |
| Participant deferral / active EE | $13,342 | $8,286+61.0% | $7,956+67.7% | $6,407+108.3% |
| Admin fee / account holder | $112 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |