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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,945 | $124,425-82.4% | $112,040-80.4% | $137,256-84.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.16% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,078 | $3,411-9.8% | $2,954+4.2% | $4,156-25.9% |
| Participant deferral / active EE | $5,523 | $5,718-3.4% | $5,098+8.3% | $6,407-13.8% |
| Admin fee / account holder | $23 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |