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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,925 | $138,312-71.9% | $122,979-68.3% | $155,188-74.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 18.18% | 22.06%-3.9pp | 20.12%-1.9pp | 148.84%-130.7pp |
| Employer contribution / active EE | $5,264 | $3,530+49.1% | $3,062+71.9% | $4,248+23.9% |
| Participant deferral / active EE | $9,440 | $5,592+68.8% | $5,003+88.7% | $6,531+44.5% |
| Admin fee / account holder | $45 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |