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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,200 | $100,970-83.0% | $96,576-82.2% | $137,256-87.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 37.35% | 38.16%-0.8pp | 38.47%-1.1pp | 220.34%-183.0pp |
| Employer contribution / active EE | $2,985 | $3,809-21.6% | $3,553-16.0% | $4,156-28.2% |
| Participant deferral / active EE | $8,878 | $8,286+7.1% | $7,956+11.6% | $6,407+38.6% |
| Admin fee / account holder | $44 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |