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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,153 | $124,298-82.2% | $109,152-79.7% | $167,497-86.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 30.68% | 26.04%+4.6pp | 25.75%+4.9pp | 478.62%-447.9pp |
| Employer contribution / active EE | $4,861 | $4,208+15.5% | $3,722+30.6% | $4,838+0.5% |
| Participant deferral / active EE | $6,897 | $5,256+31.2% | $4,653+48.2% | $6,341+8.8% |
| Admin fee / account holder | $47 | $7,971-99.4% | $6,753-99.3% | $12,310-99.6% |