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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,510 | $94,439-91.0% | $73,658-88.4% | $154,746-94.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 36.87% | 28.25%+8.6pp | 29.72%+7.1pp | 172.34%-135.5pp |
| Employer contribution / active EE | $1,126 | $1,257-10.4% | $1,032+9.1% | $4,379-74.3% |
| Participant deferral / active EE | $5,631 | $2,527+122.8% | $2,062+173.1% | $6,730-16.3% |
| Admin fee / account holder | $34 | $3,843-99.1% | $3,357-99.0% | $14,365-99.8% |