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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,261 | $85,196-57.4% | $76,383-52.5% | $145,897-75.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 15.15% | 13.13%+2.0pp | 13.79%+1.4pp | 552.29%-537.1pp |
| Employer contribution / active EE | $5,580 | $5,268+5.9% | $4,587+21.7% | $4,663+19.7% |
| Participant deferral / active EE | $20,240 | $6,386+216.9% | $5,474+269.7% | $6,689+202.6% |
| Admin fee / account holder | $20 | $5,786-99.7% | $5,147-99.6% | $13,390-99.9% |