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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,837 | $94,439-77.9% | $73,658-71.7% | $154,746-86.5% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 28.53% | 28.25%+0.3pp | 29.72%-1.2pp | 172.34%-143.8pp |
| Employer contribution / active EE | $1,918 | $1,257+52.6% | $1,032+85.8% | $4,379-56.2% |
| Participant deferral / active EE | $7,248 | $2,527+186.8% | $2,062+251.5% | $6,730+7.7% |
| Admin fee / account holder | $37 | $3,843-99.0% | $3,357-98.9% | $14,365-99.7% |