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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,063 | $138,312-74.6% | $122,979-71.5% | $155,188-77.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 22.46% | 22.06%+0.4pp | 20.12%+2.3pp | 148.84%-126.4pp |
| Employer contribution / active EE | $2,866 | $3,530-18.8% | $3,062-6.4% | $4,248-32.5% |
| Participant deferral / active EE | $11,678 | $5,592+108.8% | $5,003+133.4% | $6,531+78.8% |
| Admin fee / account holder | $292 | $15,089-98.1% | $12,864-97.7% | $14,480-98.0% |