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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,335 | $138,312-78.1% | $122,979-75.3% | $155,188-80.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 36.05% | 22.06%+14.0pp | 20.12%+15.9pp | 148.84%-112.8pp |
| Employer contribution / active EE | $4,120 | $3,530+16.7% | $3,062+34.5% | $4,248-3.0% |
| Participant deferral / active EE | $10,108 | $5,592+80.7% | $5,003+102.0% | $6,531+54.8% |
| Admin fee / account holder | $54 | $15,089-99.6% | $12,864-99.6% | $14,480-99.6% |