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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,979 | $127,296-79.6% | $109,907-76.4% | $167,536-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 32.72% | 22.97%+9.7pp | 29.46%+3.3pp | 478.82%-446.1pp |
| Employer contribution / active EE | $3,835 | $3,325+15.3% | $2,844+34.8% | $4,839-20.8% |
| Participant deferral / active EE | $8,286 | $4,513+83.6% | $4,047+104.8% | $6,342+30.7% |
| Admin fee / account holder | $26 | $7,119-99.6% | $6,069-99.6% | $12,315-99.8% |