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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,607 | $117,904-71.5% | $102,457-67.2% | $145,978-77.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.15% | 31.80%-21.6pp | 29.41%-19.3pp | 550.52%-540.4pp |
| Employer contribution / active EE | $3,887 | $3,613+7.6% | $3,022+28.6% | $4,662-16.6% |
| Participant deferral / active EE | $5,113 | $5,733-10.8% | $5,054+1.2% | $6,690-23.6% |
| Admin fee / account holder | $252 | $13,329-98.1% | $9,451-97.3% | $13,400-98.1% |