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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,261 | $85,004-57.3% | $76,284-52.5% | $145,959-75.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.2%+20.8pp | 80.3%+19.7pp |
| Annual return | 15.15% | 13.11%+2.0pp | 13.77%+1.4pp | 561.95%-546.8pp |
| Employer contribution / active EE | $5,580 | $5,265+6.0% | $4,585+21.7% | $4,661+19.7% |
| Participant deferral / active EE | $20,240 | $6,390+216.7% | $5,478+269.5% | $6,689+202.6% |
| Admin fee / account holder | $20 | $5,760-99.7% | $5,131-99.6% | $13,398-99.9% |