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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,616 | $138,312-76.4% | $122,979-73.5% | $155,188-79.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 24.85% | 22.06%+2.8pp | 20.12%+4.7pp | 148.84%-124.0pp |
| Employer contribution / active EE | $2,592 | $3,530-26.6% | $3,062-15.4% | $4,248-39.0% |
| Participant deferral / active EE | $5,277 | $5,592-5.6% | $5,003+5.5% | $6,531-19.2% |
| Admin fee / account holder | $65 | $15,089-99.6% | $12,864-99.5% | $14,480-99.6% |