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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,224 | $100,970-52.2% | $96,576-50.1% | $137,256-64.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.16% | 38.16%-16.0pp | 38.47%-16.3pp | 220.34%-198.2pp |
| Employer contribution / active EE | $5,207 | $3,809+36.7% | $3,553+46.6% | $4,156+25.3% |
| Participant deferral / active EE | $8,992 | $8,286+8.5% | $7,956+13.0% | $6,407+40.4% |
| Admin fee / account holder | $112 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |