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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,211 | $110,303-92.6% | $95,759-91.4% | $139,487-94.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.80% | 27.19%-0.4pp | 28.42%-1.6pp | 373.84%-347.0pp |
| Employer contribution / active EE | $3,680 | $3,261+12.9% | $2,836+29.7% | $4,755-22.6% |
| Participant deferral / active EE | $3,389 | $4,674-27.5% | $4,244-20.1% | $6,713-49.5% |
| Admin fee / account holder | $47 | $6,615-99.3% | $5,678-99.2% | $11,407-99.6% |