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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,757 | $124,425-68.0% | $112,040-64.5% | $137,256-71.0% |
| Participation rate | 91.7% | 79.3%+12.4pp | 76.5%+15.2pp | 80.0%+11.7pp |
| Annual return | 22.41% | 24.72%-2.3pp | 24.52%-2.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,630 | $3,411-22.9% | $2,954-11.0% | $4,156-36.7% |
| Participant deferral / active EE | $6,513 | $5,718+13.9% | $5,098+27.8% | $6,407+1.7% |
| Admin fee / account holder | $60 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |