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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,668 | $162,967-76.9% | $135,792-72.3% | $138,895-72.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 19.41% | 30.08%-10.7pp | 25.96%-6.6pp | 145.39%-126.0pp |
| Employer contribution / active EE | $11,367 | $4,211+169.9% | $3,496+225.2% | $4,194+171.0% |
| Participant deferral / active EE | $4,547 | $5,640-19.4% | $4,759-4.5% | $6,396-28.9% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |