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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,818 | $102,245-68.9% | $89,340-64.4% | $137,256-76.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.16% | 21.89%-6.7pp | 20.57%-5.4pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,672 | $2,529+5.6% | $2,231+19.7% | $4,156-35.7% |
| Participant deferral / active EE | $3,621 | $4,436-18.4% | $3,823-5.3% | $6,407-43.5% |
| Admin fee / account holder | $96 | $8,085-98.8% | $6,704-98.6% | $12,270-99.2% |