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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,871 | $110,240-62.0% | $96,544-56.6% | $139,487-70.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 25.66% | 26.41%-0.8pp | 25.88%-0.2pp | 373.84%-348.2pp |
| Employer contribution / active EE | $3,411 | $3,622-5.8% | $2,966+15.0% | $4,755-28.3% |
| Participant deferral / active EE | $6,091 | $5,549+9.8% | $4,851+25.6% | $6,713-9.3% |
| Admin fee / account holder | $125 | $11,602-98.9% | $8,254-98.5% | $11,407-98.9% |