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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,639 | $100,970-70.6% | $96,576-69.3% | $137,256-78.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.01% | 38.16%-13.2pp | 38.47%-13.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $5,155 | $3,809+35.3% | $3,553+45.1% | $4,156+24.0% |
| Participant deferral / active EE | $11,344 | $8,286+36.9% | $7,956+42.6% | $6,407+77.1% |
| Admin fee / account holder | $288 | $11,312-97.5% | $11,381-97.5% | $12,270-97.7% |