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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,387 | $211,105-87.0% | $178,449-84.7% | $145,978-81.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.23% | 30.19%-18.0pp | 27.09%-14.9pp | 550.52%-538.3pp |
| Employer contribution / active EE | $820 | $4,569-82.1% | $3,951-79.2% | $4,662-82.4% |
| Participant deferral / active EE | $9,083 | $6,959+30.5% | $6,277+44.7% | $6,690+35.8% |
| Admin fee / account holder | $254 | $12,017-97.9% | $10,362-97.6% | $13,400-98.1% |