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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,975 | $58,523-35.1% | $99,479-61.8% | $72,976-48.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 25.15% | 28.51%-3.4pp | 30.72%-5.6pp | 81.02%-55.9pp |
| Employer contribution / active EE | $1,885 | $1,512+24.7% | $2,540-25.8% | $2,440-22.7% |
| Participant deferral / active EE | $2,650 | $2,606+1.7% | $3,619-26.8% | $3,608-26.5% |
| Admin fee / account holder | $6 | $4,102-99.9% | $6,253-99.9% | $5,124-99.9% |