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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,928 | $213,785-81.8% | $185,441-79.0% | $155,188-74.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 16.82% | 19.97%-3.1pp | 20.16%-3.3pp | 148.84%-132.0pp |
| Employer contribution / active EE | $3,071 | $5,393-43.0% | $4,672-34.3% | $4,248-27.7% |
| Participant deferral / active EE | $6,274 | $6,864-8.6% | $6,152+2.0% | $6,531-3.9% |
| Admin fee / account holder | $177 | $21,134-99.2% | $17,890-99.0% | $14,480-98.8% |