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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,648 | $100,970-55.8% | $96,576-53.8% | $137,256-67.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 27.02% | 38.16%-11.1pp | 38.47%-11.5pp | 220.34%-193.3pp |
| Employer contribution / active EE | $3,506 | $3,809-8.0% | $3,553-1.3% | $4,156-15.6% |
| Participant deferral / active EE | $10,110 | $8,286+22.0% | $7,956+27.1% | $6,407+57.8% |
| Admin fee / account holder | $71 | $11,312-99.4% | $11,381-99.4% | $12,270-99.4% |