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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,345 | $138,312-70.8% | $122,979-67.2% | $155,188-74.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.15% | 22.06%-2.9pp | 20.12%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,040 | $3,530-13.9% | $3,062-0.7% | $4,248-28.4% |
| Participant deferral / active EE | $5,829 | $5,592+4.2% | $5,003+16.5% | $6,531-10.8% |
| Admin fee / account holder | $19 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |