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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,888 | $110,278-76.5% | $95,740-73.0% | $139,466-81.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.72% | 27.19%-2.5pp | 28.41%-3.7pp | 373.66%-348.9pp |
| Employer contribution / active EE | $5,739 | $3,260+76.0% | $2,836+102.4% | $4,754+20.7% |
| Participant deferral / active EE | $2,492 | $4,674-46.7% | $4,244-41.3% | $6,712-62.9% |
| Admin fee / account holder | $205 | $6,613-96.9% | $5,676-96.4% | $11,409-98.2% |