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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,778 | $107,666-63.1% | $102,184-61.1% | $154,746-74.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 26.21% | 29.33%-3.1pp | 31.58%-5.4pp | 172.34%-146.1pp |
| Employer contribution / active EE | $4,893 | $3,846+27.2% | $3,594+36.1% | $4,379+11.7% |
| Participant deferral / active EE | $9,808 | $8,719+12.5% | $8,309+18.0% | $6,730+45.7% |
| Admin fee / account holder | $80 | $12,943-99.4% | $11,609-99.3% | $14,365-99.4% |