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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,921 | $181,896-80.3% | $156,551-77.1% | $273,972-86.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.00% | 30.74%-30.7pp | 32.23%-32.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $13,365 | $6,248+113.9% | $5,501+142.9% | $4,869+174.5% |
| Participant deferral / active EE | $6,059 | $5,550+9.2% | $4,871+24.4% | $5,287+14.6% |
| Admin fee / account holder | $103 | $15,560-99.3% | $13,028-99.2% | $10,133-99.0% |