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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,694 | $126,661-69.5% | $113,397-65.9% | $138,895-72.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.64% | 25.05%-4.4pp | 23.20%-2.6pp | 145.39%-124.8pp |
| Employer contribution / active EE | $3,897 | $3,456+12.8% | $2,977+30.9% | $4,194-7.1% |
| Participant deferral / active EE | $5,806 | $5,693+2.0% | $5,076+14.4% | $6,396-9.2% |
| Admin fee / account holder | $52 | $14,549-99.6% | $11,957-99.6% | $12,562-99.6% |