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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,797 | $136,860-76.8% | $120,344-73.6% | $154,746-79.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 26.08% | 21.38%+4.7pp | 20.30%+5.8pp | 172.34%-146.3pp |
| Employer contribution / active EE | $6,401 | $3,533+81.2% | $3,020+111.9% | $4,379+46.2% |
| Participant deferral / active EE | $8,000 | $5,793+38.1% | $5,135+55.8% | $6,730+18.9% |
| Admin fee / account holder | $76 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |