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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,126 | $94,439-64.9% | $73,658-55.0% | $154,746-78.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 31.78% | 28.25%+3.5pp | 29.72%+2.1pp | 172.34%-140.6pp |
| Employer contribution / active EE | $1,020 | $1,257-18.8% | $1,032-1.2% | $4,379-76.7% |
| Participant deferral / active EE | $631 | $2,527-75.0% | $2,062-69.4% | $6,730-90.6% |
| Admin fee / account holder | $297 | $3,843-92.3% | $3,357-91.1% | $14,365-97.9% |