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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,544 | $100,970-77.7% | $96,576-76.7% | $137,256-83.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 30.17% | 38.16%-8.0pp | 38.47%-8.3pp | 220.34%-190.2pp |
| Employer contribution / active EE | $3,001 | $3,809-21.2% | $3,553-15.5% | $4,156-27.8% |
| Participant deferral / active EE | $9,136 | $8,286+10.2% | $7,956+14.8% | $6,407+42.6% |
| Admin fee / account holder | $159 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |