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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,597 | $97,289-61.4% | $92,805-59.5% | $155,188-75.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.12% | 29.03%-7.9pp | 31.59%-10.5pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,182 | $3,632-12.4% | $3,424-7.1% | $4,248-25.1% |
| Participant deferral / active EE | $7,020 | $8,795-20.2% | $8,448-16.9% | $6,531+7.5% |
| Admin fee / account holder | $36 | $12,015-99.7% | $10,911-99.7% | $14,480-99.8% |