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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,469 | $107,733-74.5% | $92,985-70.5% | $154,746-82.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 19.03% | 30.39%-11.4pp | 27.99%-9.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,753 | $3,126-11.9% | $2,662+3.4% | $4,379-37.1% |
| Participant deferral / active EE | $4,398 | $5,053-13.0% | $4,377+0.5% | $6,730-34.7% |
| Admin fee / account holder | $131 | $11,369-98.8% | $9,463-98.6% | $14,365-99.1% |