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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,185 | $124,425-82.2% | $112,040-80.2% | $137,256-83.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 24.32% | 24.72%-0.4pp | 24.52%-0.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $3,799 | $3,411+11.3% | $2,954+28.6% | $4,156-8.6% |
| Participant deferral / active EE | $6,190 | $5,718+8.2% | $5,098+21.4% | $6,407-3.4% |
| Admin fee / account holder | $40 | $15,207-99.7% | $12,098-99.7% | $12,270-99.7% |