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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $97,289-72.1% | $92,805-70.7% | $155,188-82.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.97% | 29.03%-7.1pp | 31.59%-9.6pp | 148.84%-126.9pp |
| Employer contribution / active EE | $2,384 | $3,632-34.4% | $3,424-30.4% | $4,248-43.9% |
| Participant deferral / active EE | $7,027 | $8,795-20.1% | $8,448-16.8% | $6,531+7.6% |
| Admin fee / account holder | $61 | $12,015-99.5% | $10,911-99.4% | $14,480-99.6% |