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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,028 | $107,666-45.2% | $102,184-42.2% | $154,746-61.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 23.26% | 29.33%-6.1pp | 31.58%-8.3pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,933 | $3,846-49.7% | $3,594-46.2% | $4,379-55.9% |
| Participant deferral / active EE | $13,342 | $8,719+53.0% | $8,309+60.6% | $6,730+98.2% |
| Admin fee / account holder | $112 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |