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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,125 | $102,609-65.8% | $98,090-64.2% | $138,895-74.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 27.01% | 36.44%-9.4pp | 37.05%-10.0pp | 145.39%-118.4pp |
| Employer contribution / active EE | $1,730 | $3,867-55.3% | $3,606-52.0% | $4,194-58.8% |
| Participant deferral / active EE | $15,587 | $8,167+90.9% | $7,845+98.7% | $6,396+143.7% |
| Admin fee / account holder | $56 | $11,434-99.5% | $11,815-99.5% | $12,562-99.6% |