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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,989 | $149,679-79.3% | $117,039-73.5% | $147,586-79.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.25% | 19.31%+0.9pp | 18.95%+1.3pp | 578.59%-558.3pp |
| Employer contribution / active EE | $1,961 | $4,937-60.3% | $3,785-48.2% | $4,876-59.8% |
| Participant deferral / active EE | $13,317 | $4,912+171.1% | $3,929+238.9% | $5,439+144.8% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |