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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,904 | $124,425-79.2% | $112,040-76.9% | $137,256-81.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.90% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,274 | $3,411-4.0% | $2,954+10.8% | $4,156-21.2% |
| Participant deferral / active EE | $5,758 | $5,718+0.7% | $5,098+13.0% | $6,407-10.1% |
| Admin fee / account holder | $121 | $15,207-99.2% | $12,098-99.0% | $12,270-99.0% |