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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,073 | $49,025-50.9% | $87,502-72.5% | $62,881-61.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 10.91% | 10.02%+0.9pp | 12.21%-1.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $2,779 | $1,372+102.6% | $2,550+9.0% | $2,281+21.9% |
| Participant deferral / active EE | $2,846 | $2,289+24.3% | $3,149-9.6% | $3,203-11.2% |
| Admin fee / account holder | $64 | $4,065-98.4% | $4,221-98.5% | $4,296-98.5% |