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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,818 | $106,974-70.3% | $90,796-65.0% | $138,895-77.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 15.16% | 20.10%-4.9pp | 19.29%-4.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,672 | $2,609+2.4% | $2,294+16.5% | $4,194-36.3% |
| Participant deferral / active EE | $3,621 | $4,455-18.7% | $3,822-5.2% | $6,396-43.4% |
| Admin fee / account holder | $96 | $8,626-98.9% | $7,024-98.6% | $12,562-99.2% |