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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,893 | $97,289-64.1% | $92,805-62.4% | $155,188-77.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.97% | 29.03%-10.1pp | 31.59%-12.6pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,665 | $3,632+0.9% | $3,424+7.0% | $4,248-13.7% |
| Participant deferral / active EE | $4,994 | $8,795-43.2% | $8,448-40.9% | $6,531-23.5% |
| Admin fee / account holder | $70 | $12,015-99.4% | $10,911-99.4% | $14,480-99.5% |