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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,978 | $110,212-82.8% | $96,534-80.3% | $139,466-86.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.69% | 26.42%+2.3pp | 25.88%+2.8pp | 373.66%-345.0pp |
| Employer contribution / active EE | $3,022 | $3,620-16.5% | $2,965+1.9% | $4,754-36.4% |
| Participant deferral / active EE | $11,402 | $5,547+105.5% | $4,851+135.0% | $6,712+69.9% |
| Admin fee / account holder | $108 | $11,599-99.1% | $8,253-98.7% | $11,409-99.1% |