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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,064 | $140,592-75.8% | $123,106-72.3% | $125,388-72.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 14.99% | 16.80%-1.8pp | 13.22%+1.8pp | 282.24%-267.2pp |
| Employer contribution / active EE | $3,333 | $6,041-44.8% | $5,151-35.3% | $4,866-31.5% |
| Participant deferral / active EE | $13,843 | $6,980+98.3% | $6,229+122.2% | $5,352+158.7% |
| Admin fee / account holder | $1 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |