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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $102,245-69.8% | $89,340-65.4% | $137,256-77.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 26.04% | 21.89%+4.1pp | 20.57%+5.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $2,868 | $2,529+13.4% | $2,231+28.5% | $4,156-31.0% |
| Participant deferral / active EE | $9,805 | $4,436+121.0% | $3,823+156.5% | $6,407+53.0% |
| Admin fee / account holder | $27 | $8,085-99.7% | $6,704-99.6% | $12,270-99.8% |