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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,594 | $215,361-85.3% | $171,082-81.5% | $273,972-88.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 32.96% | 25.14%+7.8pp | 32.56%+0.4pp | 41.46%-8.5pp |
| Employer contribution / active EE | $760 | $4,967-84.7% | $4,002-81.0% | $4,869-84.4% |
| Participant deferral / active EE | $13,280 | $5,543+139.6% | $4,797+176.8% | $5,287+151.2% |
| Admin fee / account holder | $130 | $10,846-98.8% | $8,520-98.5% | $10,133-98.7% |