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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,616 | $136,860-76.2% | $120,344-72.9% | $154,746-78.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 24.85% | 21.38%+3.5pp | 20.30%+4.5pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,592 | $3,533-26.6% | $3,020-14.2% | $4,379-40.8% |
| Participant deferral / active EE | $5,277 | $5,793-8.9% | $5,135+2.8% | $6,730-21.6% |
| Admin fee / account holder | $65 | $15,393-99.6% | $12,742-99.5% | $14,365-99.5% |