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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,881 | $124,425-75.2% | $112,040-72.4% | $137,256-77.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.36% | 24.72%-2.4pp | 24.52%-2.2pp | 220.34%-198.0pp |
| Employer contribution / active EE | $6,880 | $3,411+101.7% | $2,954+132.9% | $4,156+65.5% |
| Participant deferral / active EE | $9,453 | $5,718+65.3% | $5,098+85.4% | $6,407+47.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |