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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,416 | $185,141-79.8% | $153,416-75.6% | $155,188-75.9% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 30.57% | 18.72%+11.8pp | 17.84%+12.7pp | 148.84%-118.3pp |
| Employer contribution / active EE | $3,338 | $4,489-25.6% | $3,764-11.3% | $4,248-21.4% |
| Participant deferral / active EE | $12,307 | $5,477+124.7% | $4,723+160.6% | $6,531+88.4% |
| Admin fee / account holder | $258 | $16,005-98.4% | $13,095-98.0% | $14,480-98.2% |