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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,870 | $100,970-72.4% | $96,576-71.1% | $137,256-79.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.36% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $4,094 | $3,809+7.5% | $3,553+15.2% | $4,156-1.5% |
| Participant deferral / active EE | $8,561 | $8,286+3.3% | $7,956+7.6% | $6,407+33.6% |
| Admin fee / account holder | $109 | $11,312-99.0% | $11,381-99.0% | $12,270-99.1% |