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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,652 | $110,278-58.6% | $95,740-52.3% | $139,466-67.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.40% | 27.19%-0.8pp | 28.41%-2.0pp | 373.66%-347.3pp |
| Employer contribution / active EE | $18,298 | $3,260+461.2% | $2,836+545.1% | $4,754+284.9% |
| Participant deferral / active EE | $5,328 | $4,674+14.0% | $4,244+25.5% | $6,712-20.6% |
| Admin fee / account holder | $27 | $6,613-99.6% | $5,676-99.5% | $11,409-99.8% |