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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,253 | $123,155-73.0% | $108,753-69.4% | $155,188-78.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.35% | 44.73%-25.4pp | 37.47%-18.1pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,670 | $2,811-40.6% | $2,427-31.2% | $4,248-60.7% |
| Participant deferral / active EE | $5,707 | $4,623+23.4% | $4,115+38.7% | $6,531-12.6% |
| Admin fee / account holder | $118 | $12,126-99.0% | $10,320-98.9% | $14,480-99.2% |