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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,170 | $100,970-77.1% | $96,576-76.0% | $137,256-83.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.34% | 38.16%-12.8pp | 38.47%-13.1pp | 220.34%-195.0pp |
| Employer contribution / active EE | $3,420 | $3,809-10.2% | $3,553-3.8% | $4,156-17.7% |
| Participant deferral / active EE | $5,069 | $8,286-38.8% | $7,956-36.3% | $6,407-20.9% |
| Admin fee / account holder | $47 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |