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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,616 | $124,425-73.8% | $112,040-70.9% | $137,256-76.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.85% | 24.72%+0.1pp | 24.52%+0.3pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,592 | $3,411-24.0% | $2,954-12.3% | $4,156-37.6% |
| Participant deferral / active EE | $5,277 | $5,718-7.7% | $5,098+3.5% | $6,407-17.6% |
| Admin fee / account holder | $65 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |