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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,528 | $87,546-66.3% | $75,784-61.0% | $125,389-76.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 22.05% | 13.49%+8.6pp | 9.68%+12.4pp | 282.24%-260.2pp |
| Employer contribution / active EE | $14,125 | $3,930+259.4% | $3,323+325.0% | $4,866+190.3% |
| Participant deferral / active EE | $2,254 | $4,230-46.7% | $3,652-38.3% | $5,352-57.9% |
| Admin fee / account holder | $45 | $6,503-99.3% | $5,300-99.2% | $9,541-99.5% |