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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,485 | $184,014-77.5% | $161,149-74.3% | $138,895-70.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 13.54% | 21.52%-8.0pp | 21.16%-7.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $5,625 | $5,055+11.3% | $4,360+29.0% | $4,194+34.1% |
| Participant deferral / active EE | $5,625 | $6,909-18.6% | $6,153-8.6% | $6,396-12.1% |
| Admin fee / account holder | $215 | $18,027-98.8% | $15,194-98.6% | $12,562-98.3% |