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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,965 | $85,060-83.6% | $70,548-80.2% | $139,456-90.0% |
| Participation rate | 95.0% | 73.9%+21.1pp | 68.3%+26.7pp | 80.3%+14.7pp |
| Annual return | 38.34% | 30.38%+8.0pp | 32.78%+5.6pp | 373.45%-335.1pp |
| Employer contribution / active EE | $3,126 | $3,911-20.1% | $2,975+5.1% | $4,753-34.2% |
| Participant deferral / active EE | $5,014 | $5,890-14.9% | $4,567+9.8% | $6,711-25.3% |
| Admin fee / account holder | $103 | $8,925-98.8% | $6,424-98.4% | $11,407-99.1% |