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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,519 | $138,312-75.8% | $122,979-72.7% | $155,188-78.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.99% | 22.06%+0.9pp | 20.12%+2.9pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,602 | $3,530-54.6% | $3,062-47.7% | $4,248-62.3% |
| Participant deferral / active EE | $7,588 | $5,592+35.7% | $5,003+51.7% | $6,531+16.2% |
| Admin fee / account holder | $76 | $15,089-99.5% | $12,864-99.4% | $14,480-99.5% |