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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,639 | $107,666-72.5% | $102,184-71.0% | $154,746-80.8% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 25.01% | 29.33%-4.3pp | 31.58%-6.6pp | 172.34%-147.3pp |
| Employer contribution / active EE | $5,155 | $3,846+34.0% | $3,594+43.4% | $4,379+17.7% |
| Participant deferral / active EE | $11,344 | $8,719+30.1% | $8,309+36.5% | $6,730+68.6% |
| Admin fee / account holder | $288 | $12,943-97.8% | $11,609-97.5% | $14,365-98.0% |