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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,054 | $124,425-80.7% | $112,040-78.5% | $137,256-82.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 32.73% | 24.72%+8.0pp | 24.52%+8.2pp | 220.34%-187.6pp |
| Employer contribution / active EE | $2,910 | $3,411-14.7% | $2,954-1.5% | $4,156-30.0% |
| Participant deferral / active EE | $7,710 | $5,718+34.8% | $5,098+51.2% | $6,407+20.3% |
| Admin fee / account holder | $136 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |