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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,808 | $201,344-73.3% | $184,243-70.8% | $145,877-63.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.31% | 29.01%-0.7pp | 28.82%-0.5pp | 551.28%-523.0pp |
| Employer contribution / active EE | $5,725 | $7,022-18.5% | $6,427-10.9% | $4,663+22.8% |
| Participant deferral / active EE | $20,333 | $9,807+107.3% | $9,132+122.7% | $6,691+203.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |