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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,834 | $136,860-80.4% | $120,344-77.7% | $154,746-82.7% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.02% | 21.38%+0.6pp | 20.30%+1.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $3,986 | $3,533+12.8% | $3,020+32.0% | $4,379-9.0% |
| Participant deferral / active EE | $5,278 | $5,793-8.9% | $5,135+2.8% | $6,730-21.6% |
| Admin fee / account holder | $58 | $15,393-99.6% | $12,742-99.5% | $14,365-99.6% |