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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,643 | $180,028-50.8% | $138,135-35.8% | $158,966-44.2% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 30.50% | 21.68%+8.8pp | 20.51%+10.0pp | 302.95%-272.4pp |
| Employer contribution / active EE | $2,419 | $7,470-67.6% | $5,587-56.7% | $4,762-49.2% |
| Participant deferral / active EE | $6,247 | $7,717-19.1% | $6,431-2.9% | $5,983+4.4% |
| Admin fee / account holder | $20 | $17,912-99.9% | $11,856-99.8% | $11,250-99.8% |