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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,882 | $177,156-84.3% | $147,027-81.0% | $154,746-82.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.88% | 21.94%-8.1pp | 20.23%-6.4pp | 172.34%-158.5pp |
| Employer contribution / active EE | $967 | $4,336-77.7% | $3,626-73.3% | $4,379-77.9% |
| Participant deferral / active EE | $1,780 | $5,797-69.3% | $4,933-63.9% | $6,730-73.6% |
| Admin fee / account holder | $253 | $14,904-98.3% | $12,223-97.9% | $14,365-98.2% |