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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,144 | $181,062-80.0% | $158,223-77.2% | $155,188-76.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 21.14% | 57.39%-36.2pp | 52.09%-30.9pp | 148.84%-127.7pp |
| Employer contribution / active EE | $2,747 | $4,565-39.8% | $4,109-33.1% | $4,248-35.3% |
| Participant deferral / active EE | $5,024 | $6,134-18.1% | $5,467-8.1% | $6,531-23.1% |
| Admin fee / account holder | $196 | $18,825-99.0% | $16,047-98.8% | $14,480-98.6% |