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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,970 | $100,970-70.3% | $96,576-69.0% | $137,256-78.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.75% | 38.16%-19.4pp | 38.47%-19.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,724 | $3,809-28.5% | $3,553-23.3% | $4,156-34.5% |
| Participant deferral / active EE | $2,940 | $8,286-64.5% | $7,956-63.1% | $6,407-54.1% |
| Admin fee / account holder | $93 | $11,312-99.2% | $11,381-99.2% | $12,270-99.2% |