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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,904 | $99,380-68.9% | $90,312-65.8% | $155,188-80.1% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 26.04% | 19.35%+6.7pp | 18.90%+7.1pp | 148.84%-122.8pp |
| Employer contribution / active EE | $2,868 | $2,390+20.0% | $2,243+27.9% | $4,248-32.5% |
| Participant deferral / active EE | $9,805 | $4,212+132.8% | $3,749+161.5% | $6,531+50.1% |
| Admin fee / account holder | $27 | $9,766-99.7% | $8,248-99.7% | $14,480-99.8% |