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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,182 | $124,425-85.4% | $112,040-83.8% | $137,256-86.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 29.54% | 24.72%+4.8pp | 24.52%+5.0pp | 220.34%-190.8pp |
| Employer contribution / active EE | $2,859 | $3,411-16.2% | $2,954-3.2% | $4,156-31.2% |
| Participant deferral / active EE | $6,682 | $5,718+16.9% | $5,098+31.1% | $6,407+4.3% |
| Admin fee / account holder | $35 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |