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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,639 | $136,860-81.3% | $120,344-78.7% | $154,746-83.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 23.72% | 21.38%+2.3pp | 20.30%+3.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $3,370 | $3,533-4.6% | $3,020+11.6% | $4,379-23.1% |
| Participant deferral / active EE | $7,849 | $5,793+35.5% | $5,135+52.8% | $6,730+16.6% |
| Admin fee / account holder | $299 | $15,393-98.1% | $12,742-97.7% | $14,365-97.9% |