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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,324 | $141,004-86.3% | $112,273-82.8% | $139,456-86.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.67% | 32.75%-1.1pp | 30.23%+1.4pp | 373.45%-341.8pp |
| Employer contribution / active EE | $2,774 | $4,285-35.3% | $3,431-19.2% | $4,753-41.6% |
| Participant deferral / active EE | $7,054 | $5,878+20.0% | $4,800+47.0% | $6,711+5.1% |
| Admin fee / account holder | $209 | $9,959-97.9% | $7,752-97.3% | $11,407-98.2% |