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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,341 | $93,586-71.9% | $135,925-80.6% | $75,173-65.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.74% | 30.90%+1.8pp | 68.25%-35.5pp | 160.65%-127.9pp |
| Employer contribution / active EE | $3,066 | $3,537-13.3% | $4,857-36.9% | $2,670+14.8% |
| Participant deferral / active EE | $8,928 | $6,405+39.4% | $7,759+15.1% | $4,126+116.4% |
| Admin fee / account holder | $170 | $6,977-97.6% | $10,764-98.4% | $5,651-97.0% |