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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,568 | $135,905-69.4% | $126,068-67.0% | $198,609-79.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 20.30% | 14.07%+6.2pp | 15.01%+5.3pp | 202.70%-182.4pp |
| Employer contribution / active EE | $3,608 | $4,245-15.0% | $3,968-9.1% | $5,055-28.6% |
| Participant deferral / active EE | $9,125 | $8,523+7.1% | $8,214+11.1% | $6,977+30.8% |
| Admin fee / account holder | $94 | $21,036-99.6% | $18,264-99.5% | $19,030-99.5% |