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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,580 | $115,911-86.6% | $100,530-84.5% | $158,950-90.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.39% | 34.80%-5.4pp | 30.89%-1.5pp | 302.91%-273.5pp |
| Employer contribution / active EE | $3,425 | $4,104-16.6% | $3,418+0.2% | $4,762-28.1% |
| Participant deferral / active EE | $3,477 | $6,676-47.9% | $6,271-44.5% | $5,983-41.9% |
| Admin fee / account holder | $158 | $10,999-98.6% | $8,083-98.0% | $11,248-98.6% |