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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,568 | $107,666-61.4% | $102,184-59.3% | $154,746-73.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 20.30% | 29.33%-9.0pp | 31.58%-11.3pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,608 | $3,846-6.2% | $3,594+0.4% | $4,379-17.6% |
| Participant deferral / active EE | $9,125 | $8,719+4.6% | $8,309+9.8% | $6,730+35.6% |
| Admin fee / account holder | $94 | $12,943-99.3% | $11,609-99.2% | $14,365-99.3% |