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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $103,164-70.0% | $90,259-65.8% | $154,746-80.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 26.04% | 19.25%+6.8pp | 18.88%+7.2pp | 172.34%-146.3pp |
| Employer contribution / active EE | $2,868 | $2,532+13.3% | $2,291+25.2% | $4,379-34.5% |
| Participant deferral / active EE | $9,805 | $4,422+121.7% | $3,827+156.2% | $6,730+45.7% |
| Admin fee / account holder | $27 | $8,593-99.7% | $7,267-99.6% | $14,365-99.8% |