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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,694 | $138,312-72.0% | $122,979-68.5% | $155,188-75.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 20.64% | 22.06%-1.4pp | 20.12%+0.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $3,897 | $3,530+10.4% | $3,062+27.3% | $4,248-8.3% |
| Participant deferral / active EE | $5,806 | $5,592+3.8% | $5,003+16.1% | $6,531-11.1% |
| Admin fee / account holder | $52 | $15,089-99.7% | $12,864-99.6% | $14,480-99.6% |