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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,880 | $87,166-64.6% | $76,735-59.8% | $137,256-77.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.33% | 26.50%-5.2pp | 29.77%-8.4pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,662 | $2,904-8.3% | $2,454+8.5% | $4,156-35.9% |
| Participant deferral / active EE | $8,455 | $4,726+78.9% | $4,088+106.8% | $6,407+32.0% |
| Admin fee / account holder | $72 | $8,403-99.1% | $7,189-99.0% | $12,270-99.4% |