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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,125 | $100,970-65.2% | $96,576-63.6% | $137,256-74.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.01% | 38.16%-11.2pp | 38.47%-11.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $1,730 | $3,809-54.6% | $3,553-51.3% | $4,156-58.4% |
| Participant deferral / active EE | $15,587 | $8,286+88.1% | $7,956+95.9% | $6,407+143.3% |
| Admin fee / account holder | $56 | $11,312-99.5% | $11,381-99.5% | $12,270-99.5% |