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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,771 | $60,349-57.3% | $74,184-65.3% | $62,881-59.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 31.73% | 21.38%+10.4pp | 17.74%+14.0pp | 20.14%+11.6pp |
| Employer contribution / active EE | $8,638 | $1,680+414.1% | $2,370+264.5% | $2,281+278.7% |
| Participant deferral / active EE | $5,044 | $2,856+76.6% | $3,550+42.1% | $3,203+57.5% |
| Admin fee / account holder | $281 | $4,261-93.4% | $5,586-95.0% | $4,296-93.5% |