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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,297 | $103,164-74.5% | $90,259-70.9% | $154,746-83.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 22.08% | 19.25%+2.8pp | 18.88%+3.2pp | 172.34%-150.3pp |
| Employer contribution / active EE | $2,693 | $2,532+6.4% | $2,291+17.5% | $4,379-38.5% |
| Participant deferral / active EE | $3,254 | $4,422-26.4% | $3,827-15.0% | $6,730-51.7% |
| Admin fee / account holder | $57 | $8,593-99.3% | $7,267-99.2% | $14,365-99.6% |