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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,197 | $104,694-83.6% | $85,709-79.9% | $167,536-89.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 25.02% | 21.45%+3.6pp | 21.49%+3.5pp | 478.82%-453.8pp |
| Employer contribution / active EE | $3,893 | $3,337+16.6% | $2,619+48.6% | $4,839-19.6% |
| Participant deferral / active EE | $5,539 | $4,826+14.8% | $3,924+41.2% | $6,342-12.7% |
| Admin fee / account holder | $118 | $10,035-98.8% | $6,876-98.3% | $12,315-99.0% |