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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,994 | $138,312-68.2% | $122,979-64.2% | $155,188-71.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 32.70% | 22.06%+10.6pp | 20.12%+12.6pp | 148.84%-116.1pp |
| Employer contribution / active EE | $4,020 | $3,530+13.9% | $3,062+31.3% | $4,248-5.4% |
| Participant deferral / active EE | $10,445 | $5,592+86.8% | $5,003+108.8% | $6,531+59.9% |
| Admin fee / account holder | $43 | $15,089-99.7% | $12,864-99.7% | $14,480-99.7% |