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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,839 | $54,757-40.0% | $90,304-63.6% | $72,975-55.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.20% | 30.63%-6.4pp | 78.13%-53.9pp | 81.01%-56.8pp |
| Employer contribution / active EE | $1,999 | $2,093-4.5% | $2,855-30.0% | $2,440-18.1% |
| Participant deferral / active EE | $2,250 | $2,887-22.1% | $3,885-42.1% | $3,608-37.6% |
| Admin fee / account holder | $15 | $3,973-99.6% | $5,354-99.7% | $5,124-99.7% |