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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,664 | $102,609-61.3% | $98,090-59.6% | $138,895-71.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.04% | 36.44%-19.4pp | 37.05%-20.0pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,715 | $3,867-29.8% | $3,606-24.7% | $4,194-35.3% |
| Participant deferral / active EE | $3,962 | $8,167-51.5% | $7,845-49.5% | $6,396-38.1% |
| Admin fee / account holder | $240 | $11,434-97.9% | $11,815-98.0% | $12,562-98.1% |