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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,044 | $46,877-61.5% | $122,354-85.3% | $70,126-74.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 18.47% | 24.22%-5.8pp | 30.28%-11.8pp | 73.15%-54.7pp |
| Employer contribution / active EE | $5,815 | $1,288+351.4% | $4,051+43.6% | $2,343+148.2% |
| Participant deferral / active EE | $3,837 | $2,167+77.0% | $3,287+16.7% | $3,332+15.1% |
| Admin fee / account holder | $0 | $3,324-100.0% | $5,479-100.0% | $4,645-100.0% |