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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,797 | $138,312-77.0% | $122,979-74.1% | $155,188-79.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 26.08% | 22.06%+4.0pp | 20.12%+6.0pp | 148.84%-122.8pp |
| Employer contribution / active EE | $6,401 | $3,530+81.3% | $3,062+109.0% | $4,248+50.7% |
| Participant deferral / active EE | $8,000 | $5,592+43.1% | $5,003+59.9% | $6,531+22.5% |
| Admin fee / account holder | $76 | $15,089-99.5% | $12,864-99.4% | $14,480-99.5% |