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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,606 | $107,809-71.6% | $97,032-68.5% | $155,188-80.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 23.86% | 38.06%-14.2pp | 35.38%-11.5pp | 148.84%-125.0pp |
| Employer contribution / active EE | $3,165 | $2,911+8.7% | $2,629+20.4% | $4,248-25.5% |
| Participant deferral / active EE | $9,247 | $5,129+80.3% | $4,672+97.9% | $6,531+41.6% |
| Admin fee / account holder | $46 | $10,717-99.6% | $9,418-99.5% | $14,480-99.7% |