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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,881 | $136,860-77.4% | $120,344-74.3% | $154,746-80.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.36% | 21.38%+1.0pp | 20.30%+2.1pp | 172.34%-150.0pp |
| Employer contribution / active EE | $6,880 | $3,533+94.7% | $3,020+127.8% | $4,379+57.1% |
| Participant deferral / active EE | $9,453 | $5,793+63.2% | $5,135+84.1% | $6,730+40.5% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |