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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,456 | $54,757-38.9% | $90,304-63.0% | $72,975-54.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 17.24% | 30.63%-13.4pp | 78.13%-60.9pp | 81.01%-63.8pp |
| Employer contribution / active EE | $2,214 | $2,093+5.8% | $2,855-22.5% | $2,440-9.3% |
| Participant deferral / active EE | $2,153 | $2,887-25.4% | $3,885-44.6% | $3,608-40.3% |
| Admin fee / account holder | $231 | $3,973-94.2% | $5,354-95.7% | $5,124-95.5% |