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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,050 | $115,917-74.9% | $100,535-71.1% | $158,982-81.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 27.95% | 34.80%-6.9pp | 30.90%-2.9pp | 302.99%-275.0pp |
| Employer contribution / active EE | $2,607 | $4,105-36.5% | $3,419-23.8% | $4,763-45.3% |
| Participant deferral / active EE | $10,990 | $6,677+64.6% | $6,271+75.2% | $5,983+83.7% |
| Admin fee / account holder | $101 | $11,002-99.1% | $8,085-98.7% | $11,252-99.1% |