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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $199,109-84.4% | $173,730-82.1% | $154,746-79.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 23.50% | 20.02%+3.5pp | 19.96%+3.5pp | 172.34%-148.8pp |
| Employer contribution / active EE | $3,792 | $5,311-28.6% | $4,577-17.2% | $4,379-13.4% |
| Participant deferral / active EE | $9,757 | $7,113+37.2% | $6,326+54.2% | $6,730+45.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |