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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,780 | $88,707-65.3% | $74,184-58.5% | $273,972-88.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.71% | 11.94%+10.8pp | 17.74%+5.0pp | 41.46%-18.8pp |
| Employer contribution / active EE | $4,323 | $3,159+36.8% | $2,370+82.4% | $4,869-11.2% |
| Participant deferral / active EE | $6,183 | $4,212+46.8% | $3,550+74.2% | $5,287+16.9% |
| Admin fee / account holder | $156 | $8,717-98.2% | $5,586-97.2% | $10,133-98.5% |