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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,994 | $136,860-67.9% | $120,344-63.4% | $154,746-71.6% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 32.70% | 21.38%+11.3pp | 20.30%+12.4pp | 172.34%-139.6pp |
| Employer contribution / active EE | $4,020 | $3,533+13.8% | $3,020+33.1% | $4,379-8.2% |
| Participant deferral / active EE | $10,445 | $5,793+80.3% | $5,135+103.4% | $6,730+55.2% |
| Admin fee / account holder | $43 | $15,393-99.7% | $12,742-99.7% | $14,365-99.7% |