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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,107 | $83,485-61.5% | $125,195-74.4% | $72,976-56.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 25.26% | 25.77%-0.5pp | 43.79%-18.5pp | 81.02%-55.8pp |
| Employer contribution / active EE | $3,462 | $2,346+47.6% | $3,866-10.5% | $2,440+41.9% |
| Participant deferral / active EE | $7,711 | $3,586+115.0% | $4,937+56.2% | $3,608+113.7% |
| Admin fee / account holder | $41 | $5,518-99.3% | $9,704-99.6% | $5,124-99.2% |