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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,445 | $181,896-78.9% | $156,551-75.4% | $273,972-86.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,358 | $6,248-14.3% | $5,501-2.6% | $4,869+10.0% |
| Participant deferral / active EE | $2,027 | $5,550-63.5% | $4,871-58.4% | $5,287-61.7% |
| Admin fee / account holder | $115 | $15,560-99.3% | $13,028-99.1% | $10,133-98.9% |