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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,815 | $192,829-80.9% | $142,516-74.2% | $139,487-73.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 25.34% | 18.07%+7.3pp | 20.03%+5.3pp | 373.84%-348.5pp |
| Employer contribution / active EE | $4,477 | $5,808-22.9% | $4,849-7.7% | $4,755-5.8% |
| Participant deferral / active EE | $5,164 | $7,200-28.3% | $6,280-17.8% | $6,713-23.1% |
| Admin fee / account holder | $298 | $15,120-98.0% | $10,008-97.0% | $11,407-97.4% |