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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,927 | $124,425-67.1% | $112,040-63.5% | $137,256-70.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.78% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,047 | $3,411-10.7% | $2,954+3.2% | $4,156-26.7% |
| Participant deferral / active EE | $9,794 | $5,718+71.3% | $5,098+92.1% | $6,407+52.9% |
| Admin fee / account holder | $109 | $15,207-99.3% | $12,098-99.1% | $12,270-99.1% |