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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,757 | $110,278-62.1% | $95,740-56.4% | $139,466-70.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.40% | 27.19%-6.8pp | 28.41%-8.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,930 | $3,260-10.1% | $2,836+3.3% | $4,754-38.4% |
| Participant deferral / active EE | $9,772 | $4,674+109.0% | $4,244+130.3% | $6,712+45.6% |
| Admin fee / account holder | $17 | $6,613-99.7% | $5,676-99.7% | $11,409-99.8% |