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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,229 | $184,014-77.6% | $161,149-74.4% | $138,895-70.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.89% | 21.52%-2.6pp | 21.16%-2.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $8,000 | $5,055+58.3% | $4,360+83.5% | $4,194+90.7% |
| Participant deferral / active EE | $8,687 | $6,909+25.7% | $6,153+41.2% | $6,396+35.8% |
| Admin fee / account holder | $57 | $18,027-99.7% | $15,194-99.6% | $12,562-99.5% |