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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,355 | $106,588-83.7% | $94,215-81.6% | $155,188-88.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 27.66% | 29.39%-1.7pp | 28.22%-0.6pp | 148.84%-121.2pp |
| Employer contribution / active EE | $3,180 | $3,080+3.3% | $2,675+18.9% | $4,248-25.1% |
| Participant deferral / active EE | $3,975 | $4,802-17.2% | $4,276-7.0% | $6,531-39.1% |
| Admin fee / account holder | $26 | $12,281-99.8% | $10,216-99.7% | $14,480-99.8% |