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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,009 | $97,289-71.2% | $92,805-69.8% | $155,188-82.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 25.55% | 29.03%-3.5pp | 31.59%-6.0pp | 148.84%-123.3pp |
| Employer contribution / active EE | $4,001 | $3,632+10.1% | $3,424+16.8% | $4,248-5.8% |
| Participant deferral / active EE | $5,000 | $8,795-43.2% | $8,448-40.8% | $6,531-23.4% |
| Admin fee / account holder | $144 | $12,015-98.8% | $10,911-98.7% | $14,480-99.0% |