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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,247 | $124,425-71.7% | $112,040-68.5% | $137,256-74.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 23.89% | 24.72%-0.8pp | 24.52%-0.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,534 | $3,411-25.7% | $2,954-14.2% | $4,156-39.0% |
| Participant deferral / active EE | $6,904 | $5,718+20.7% | $5,098+35.4% | $6,407+7.8% |
| Admin fee / account holder | $72 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |