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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,063 | $136,860-74.4% | $120,344-70.9% | $154,746-77.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 22.46% | 21.38%+1.1pp | 20.30%+2.2pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,866 | $3,533-18.9% | $3,020-5.1% | $4,379-34.6% |
| Participant deferral / active EE | $11,678 | $5,793+101.6% | $5,135+127.4% | $6,730+73.5% |
| Admin fee / account holder | $292 | $15,393-98.1% | $12,742-97.7% | $14,365-98.0% |