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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,120 | $110,303-92.6% | $95,759-91.5% | $139,487-94.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.81% | 27.19%-1.4pp | 28.42%-2.6pp | 373.84%-348.0pp |
| Employer contribution / active EE | $1,678 | $3,261-48.5% | $2,836-40.8% | $4,755-64.7% |
| Participant deferral / active EE | $1,795 | $4,674-61.6% | $4,244-57.7% | $6,713-73.3% |
| Admin fee / account holder | $282 | $6,615-95.7% | $5,678-95.0% | $11,407-97.5% |