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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,986 | $106,247-87.8% | $96,515-86.5% | $139,466-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 34.94% | 38.47%-3.5pp | 35.73%-0.8pp | 373.66%-338.7pp |
| Employer contribution / active EE | $1,523 | $4,106-62.9% | $3,740-59.3% | $4,754-68.0% |
| Participant deferral / active EE | $5,764 | $5,456+5.6% | $4,880+18.1% | $6,712-14.1% |
| Admin fee / account holder | $57 | $7,885-99.3% | $6,735-99.1% | $11,409-99.5% |