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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,226 | $112,729-70.5% | $98,716-66.3% | $137,256-75.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.27% | 38.48%-21.2pp | 31.81%-14.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,395 | $2,725-12.1% | $2,279+5.1% | $4,156-42.4% |
| Participant deferral / active EE | $5,047 | $4,640+8.8% | $4,048+24.7% | $6,407-21.2% |
| Admin fee / account holder | $1 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |