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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,995 | $97,289-66.1% | $92,805-64.4% | $155,188-78.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 22.19% | 29.03%-6.8pp | 31.59%-9.4pp | 148.84%-126.7pp |
| Employer contribution / active EE | $5,874 | $3,632+61.7% | $3,424+71.6% | $4,248+38.3% |
| Participant deferral / active EE | $11,087 | $8,795+26.1% | $8,448+31.2% | $6,531+69.8% |
| Admin fee / account holder | $88 | $12,015-99.3% | $10,911-99.2% | $14,480-99.4% |