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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,778 | $97,289-59.1% | $92,805-57.1% | $155,188-74.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 26.21% | 29.03%-2.8pp | 31.59%-5.4pp | 148.84%-122.6pp |
| Employer contribution / active EE | $4,893 | $3,632+34.7% | $3,424+42.9% | $4,248+15.2% |
| Participant deferral / active EE | $9,808 | $8,795+11.5% | $8,448+16.1% | $6,531+50.2% |
| Admin fee / account holder | $80 | $12,015-99.3% | $10,911-99.3% | $14,480-99.5% |