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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,718 | $103,164-66.3% | $90,259-61.5% | $154,746-77.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 24.92% | 19.25%+5.7pp | 18.88%+6.0pp | 172.34%-147.4pp |
| Employer contribution / active EE | $7,176 | $2,532+183.5% | $2,291+213.2% | $4,379+63.9% |
| Participant deferral / active EE | $4,193 | $4,422-5.2% | $3,827+9.6% | $6,730-37.7% |
| Admin fee / account holder | $34 | $8,593-99.6% | $7,267-99.5% | $14,365-99.8% |