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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,837 | $112,729-74.4% | $98,716-70.8% | $137,256-79.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.55% | 38.48%-19.9pp | 31.81%-13.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,289 | $2,725+20.7% | $2,279+44.4% | $4,156-20.9% |
| Participant deferral / active EE | $2,529 | $4,640-45.5% | $4,048-37.5% | $6,407-60.5% |
| Admin fee / account holder | $161 | $10,129-98.4% | $8,703-98.1% | $12,270-98.7% |