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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,792 | $118,496-82.5% | $98,461-78.9% | $139,466-85.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 36.32% | 18.96%+17.4pp | 21.17%+15.2pp | 373.66%-337.3pp |
| Employer contribution / active EE | $5,392 | $3,611+49.3% | $3,049+76.9% | $4,754+13.4% |
| Participant deferral / active EE | $6,579 | $5,393+22.0% | $4,738+38.8% | $6,712-2.0% |
| Admin fee / account holder | $19 | $14,056-99.9% | $8,961-99.8% | $11,409-99.8% |