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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,726 | $124,425-70.5% | $112,040-67.2% | $137,256-73.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 25.49% | 24.72%+0.8pp | 24.52%+1.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,614 | $3,411-23.4% | $2,954-11.5% | $4,156-37.1% |
| Participant deferral / active EE | $8,812 | $5,718+54.1% | $5,098+72.9% | $6,407+37.5% |
| Admin fee / account holder | $137 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |