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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,629 | $102,609-76.0% | $98,090-74.9% | $138,895-82.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 24.02% | 36.44%-12.4pp | 37.05%-13.0pp | 145.39%-121.4pp |
| Employer contribution / active EE | $1,768 | $3,867-54.3% | $3,606-51.0% | $4,194-57.8% |
| Participant deferral / active EE | $9,391 | $8,167+15.0% | $7,845+19.7% | $6,396+46.8% |
| Admin fee / account holder | $62 | $11,434-99.5% | $11,815-99.5% | $12,562-99.5% |