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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,345 | $136,860-70.5% | $120,344-66.5% | $154,746-73.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 19.15% | 21.38%-2.2pp | 20.30%-1.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,040 | $3,533-13.9% | $3,020+0.7% | $4,379-30.6% |
| Participant deferral / active EE | $5,829 | $5,793+0.6% | $5,135+13.5% | $6,730-13.4% |
| Admin fee / account holder | $19 | $15,393-99.9% | $12,742-99.8% | $14,365-99.9% |