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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,861 | $110,240-70.2% | $96,544-66.0% | $139,487-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.82% | 26.41%-0.6pp | 25.88%-0.1pp | 373.84%-348.0pp |
| Employer contribution / active EE | $14,027 | $3,622+287.2% | $2,966+372.8% | $4,755+195.0% |
| Participant deferral / active EE | $5,421 | $5,549-2.3% | $4,851+11.7% | $6,713-19.2% |
| Admin fee / account holder | $45 | $11,602-99.6% | $8,254-99.5% | $11,407-99.6% |