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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,812 | $98,240-71.7% | $82,313-66.2% | $147,585-81.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 31.78% | 30.85%+0.9pp | 25.88%+5.9pp | 578.58%-546.8pp |
| Employer contribution / active EE | $5,924 | $3,192+85.6% | $2,428+143.9% | $4,876+21.5% |
| Participant deferral / active EE | $4,671 | $4,383+6.6% | $3,706+26.0% | $5,439-14.1% |
| Admin fee / account holder | $286 | $8,563-96.7% | $5,608-94.9% | $10,886-97.4% |