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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,608 | $86,938-64.8% | $102,423-70.1% | $80,925-62.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 26.00% | 18.89%+7.1pp | 29.42%-3.4pp | 35.65%-9.7pp |
| Employer contribution / active EE | $2,484 | $2,369+4.9% | $3,023-17.8% | $2,756-9.9% |
| Participant deferral / active EE | $4,290 | $4,120+4.1% | $5,054-15.1% | $4,299-0.2% |
| Admin fee / account holder | $85 | $8,053-98.9% | $9,455-99.1% | $6,940-98.8% |