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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,124 | $161,352-64.6% | $134,172-57.4% | $137,256-58.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 18.25% | 28.72%-10.5pp | 25.30%-7.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,156 | $4,099-23.0% | $3,420-7.7% | $4,156-24.1% |
| Participant deferral / active EE | $3,933 | $5,552-29.2% | $4,690-16.1% | $6,407-38.6% |
| Admin fee / account holder | $131 | $15,028-99.1% | $12,016-98.9% | $12,270-98.9% |