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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,979 | $127,273-79.6% | $109,895-76.4% | $167,518-84.5% |
| 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 | 478.71%-446.0pp |
| Employer contribution / active EE | $3,835 | $3,324+15.4% | $2,843+34.9% | $4,838-20.8% |
| Participant deferral / active EE | $8,286 | $4,515+83.5% | $4,049+104.7% | $6,342+30.7% |
| Admin fee / account holder | $26 | $7,117-99.6% | $6,067-99.6% | $12,312-99.8% |