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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,126 | $104,650-68.3% | $83,854-60.5% | $155,188-78.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 31.78% | 28.97%+2.8pp | 31.39%+0.4pp | 148.84%-117.1pp |
| Employer contribution / active EE | $1,020 | $1,196-14.7% | $1,017+0.3% | $4,248-76.0% |
| Participant deferral / active EE | $631 | $2,367-73.3% | $2,035-69.0% | $6,531-90.3% |
| Admin fee / account holder | $297 | $3,518-91.6% | $3,197-90.7% | $14,480-97.9% |