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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,851 | $100,970-40.7% | $96,576-38.0% | $137,256-56.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 23.72% | 38.16%-14.4pp | 38.47%-14.7pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,367 | $3,809-37.9% | $3,553-33.4% | $4,156-43.1% |
| Participant deferral / active EE | $9,734 | $8,286+17.5% | $7,956+22.3% | $6,407+51.9% |
| Admin fee / account holder | $120 | $11,312-98.9% | $11,381-98.9% | $12,270-99.0% |