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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,837 | $228,352-86.5% | $185,835-83.4% | $158,966-80.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.72% | 40.81%-2.1pp | 35.96%+2.8pp | 302.95%-264.2pp |
| Employer contribution / active EE | $3,637 | $4,967-26.8% | $4,087-11.0% | $4,762-23.6% |
| Participant deferral / active EE | $13,000 | $6,416+102.6% | $5,633+130.8% | $5,983+117.3% |
| Admin fee / account holder | $123 | $11,867-99.0% | $9,502-98.7% | $11,250-98.9% |