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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,980 | $97,289-74.3% | $92,805-73.1% | $155,188-83.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 29.33% | 29.03%+0.3pp | 31.59%-2.3pp | 148.84%-119.5pp |
| Employer contribution / active EE | $4,897 | $3,632+34.8% | $3,424+43.0% | $4,248+15.3% |
| Participant deferral / active EE | $12,741 | $8,795+44.9% | $8,448+50.8% | $6,531+95.1% |
| Admin fee / account holder | $49 | $12,015-99.6% | $10,911-99.6% | $14,480-99.7% |