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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,605 | $106,280-76.8% | $96,538-74.5% | $139,487-82.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 33.52% | 38.48%-5.0pp | 35.74%-2.2pp | 373.84%-340.3pp |
| Employer contribution / active EE | $4,093 | $4,107-0.3% | $3,740+9.4% | $4,755-13.9% |
| Participant deferral / active EE | $9,374 | $5,457+71.8% | $4,880+92.1% | $6,713+39.6% |
| Admin fee / account holder | $83 | $7,888-99.0% | $6,737-98.8% | $11,407-99.3% |