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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,416 | $161,352-76.8% | $134,172-72.1% | $137,256-72.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 30.57% | 28.72%+1.9pp | 25.30%+5.3pp | 220.34%-189.8pp |
| Employer contribution / active EE | $3,338 | $4,099-18.6% | $3,420-2.4% | $4,156-19.7% |
| Participant deferral / active EE | $12,307 | $5,552+121.7% | $4,690+162.4% | $6,407+92.1% |
| Admin fee / account holder | $258 | $15,028-98.3% | $12,016-97.9% | $12,270-97.9% |