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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,334 | $213,785-80.2% | $185,441-77.2% | $155,188-72.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.10% | 19.97%-6.9pp | 20.16%-7.1pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,686 | $5,393-50.2% | $4,672-42.5% | $4,248-36.8% |
| Participant deferral / active EE | $4,121 | $6,864-40.0% | $6,152-33.0% | $6,531-36.9% |
| Admin fee / account holder | $97 | $21,134-99.5% | $17,890-99.5% | $14,480-99.3% |