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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,825 | $136,860-78.2% | $120,344-75.2% | $154,746-80.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 21.70% | 21.38%+0.3pp | 20.30%+1.4pp | 172.34%-150.6pp |
| Employer contribution / active EE | $3,066 | $3,533-13.2% | $3,020+1.5% | $4,379-30.0% |
| Participant deferral / active EE | $5,855 | $5,793+1.1% | $5,135+14.0% | $6,730-13.0% |
| Admin fee / account holder | $18 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |