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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,726 | $136,860-73.2% | $120,344-69.5% | $154,746-76.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.49% | 21.38%+4.1pp | 20.30%+5.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $2,614 | $3,533-26.0% | $3,020-13.4% | $4,379-40.3% |
| Participant deferral / active EE | $8,812 | $5,793+52.1% | $5,135+71.6% | $6,730+30.9% |
| Admin fee / account holder | $137 | $15,393-99.1% | $12,742-98.9% | $14,365-99.0% |