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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,864 | $88,707-57.3% | $74,184-49.0% | $273,972-86.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 25.14% | 11.94%+13.2pp | 17.74%+7.4pp | 41.46%-16.3pp |
| Employer contribution / active EE | $15,464 | $3,159+389.5% | $2,370+552.5% | $4,869+217.6% |
| Participant deferral / active EE | $8,400 | $4,212+99.4% | $3,550+136.6% | $5,287+58.9% |
| Admin fee / account holder | $66 | $8,717-99.2% | $5,586-98.8% | $10,133-99.3% |