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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,469 | $87,166-68.5% | $76,735-64.2% | $137,256-80.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.03% | 26.50%-7.5pp | 29.77%-10.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,753 | $2,904-5.2% | $2,454+12.2% | $4,156-33.8% |
| Participant deferral / active EE | $4,398 | $4,726-7.0% | $4,088+7.6% | $6,407-31.4% |
| Admin fee / account holder | $131 | $8,403-98.4% | $7,189-98.2% | $12,270-98.9% |