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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,717 | $93,064-81.0% | $74,577-76.2% | $273,972-93.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 40.01% | 26.18%+13.8pp | 20.47%+19.5pp | 41.46%-1.4pp |
| Employer contribution / active EE | $1,685 | $3,160-46.7% | $2,525-33.3% | $4,869-65.4% |
| Participant deferral / active EE | $12,646 | $4,160+204.0% | $3,458+265.7% | $5,287+139.2% |
| Admin fee / account holder | $31 | $5,273-99.4% | $4,138-99.2% | $10,133-99.7% |