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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,142 | $85,024-90.4% | $70,544-88.5% | $139,466-94.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 39.34% | 30.39%+9.0pp | 32.79%+6.6pp | 373.66%-334.3pp |
| Employer contribution / active EE | $2,465 | $3,912-37.0% | $2,976-17.2% | $4,754-48.2% |
| Participant deferral / active EE | $3,151 | $5,891-46.5% | $4,568-31.0% | $6,712-53.1% |
| Admin fee / account holder | $20 | $8,928-99.8% | $6,427-99.7% | $11,409-99.8% |