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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,904 | $138,312-81.3% | $122,979-78.9% | $155,188-83.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 19.90% | 22.06%-2.2pp | 20.12%-0.2pp | 148.84%-128.9pp |
| Employer contribution / active EE | $3,274 | $3,530-7.3% | $3,062+6.9% | $4,248-22.9% |
| Participant deferral / active EE | $5,758 | $5,592+3.0% | $5,003+15.1% | $6,531-11.8% |
| Admin fee / account holder | $121 | $15,089-99.2% | $12,864-99.1% | $14,480-99.2% |