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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,519 | $126,661-73.5% | $113,397-70.4% | $138,895-75.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 22.99% | 25.05%-2.1pp | 23.20%-0.2pp | 145.39%-122.4pp |
| Employer contribution / active EE | $1,602 | $3,456-53.6% | $2,977-46.2% | $4,194-61.8% |
| Participant deferral / active EE | $7,588 | $5,693+33.3% | $5,076+49.5% | $6,396+18.6% |
| Admin fee / account holder | $76 | $14,549-99.5% | $11,957-99.4% | $12,562-99.4% |