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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,763 | $138,312-80.6% | $122,979-78.2% | $155,188-82.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 23.16% | 22.06%+1.1pp | 20.12%+3.0pp | 148.84%-125.7pp |
| Employer contribution / active EE | $2,034 | $3,530-42.4% | $3,062-33.6% | $4,248-52.1% |
| Participant deferral / active EE | $2,682 | $5,592-52.0% | $5,003-46.4% | $6,531-58.9% |
| Admin fee / account holder | $32 | $15,089-99.8% | $12,864-99.7% | $14,480-99.8% |