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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,153 | $124,351-82.2% | $109,188-79.7% | $167,553-86.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.68% | 26.04%+4.6pp | 25.76%+4.9pp | 478.89%-448.2pp |
| Employer contribution / active EE | $4,861 | $4,210+15.5% | $3,723+30.6% | $4,840+0.4% |
| Participant deferral / active EE | $6,897 | $5,257+31.2% | $4,654+48.2% | $6,343+8.7% |
| Admin fee / account holder | $47 | $7,975-99.4% | $6,755-99.3% | $12,316-99.6% |