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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,950 | $127,273-76.5% | $109,895-72.7% | $167,518-82.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 22.35% | 22.97%-0.6pp | 29.46%-7.1pp | 478.71%-456.4pp |
| Employer contribution / active EE | $3,857 | $3,324+16.0% | $2,843+35.7% | $4,838-20.3% |
| Participant deferral / active EE | $6,323 | $4,515+40.0% | $4,049+56.2% | $6,342-0.3% |
| Admin fee / account holder | $184 | $7,117-97.4% | $6,067-97.0% | $12,312-98.5% |