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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,534 | $99,345-71.3% | $84,753-66.3% | $273,972-89.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 31.35% | 22.93%+8.4pp | 22.78%+8.6pp | 41.46%-10.1pp |
| Employer contribution / active EE | $12,932 | $4,214+206.9% | $3,574+261.8% | $4,869+165.6% |
| Participant deferral / active EE | $8,801 | $4,270+106.1% | $3,712+137.1% | $5,287+66.5% |
| Admin fee / account holder | $144 | $6,645-97.8% | $5,333-97.3% | $10,133-98.6% |