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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,197 | $174,018-83.8% | $136,833-79.4% | $198,609-85.8% |
| Participation rate | 95.2% | 65.1%+30.1pp | 59.0%+36.2pp | 82.4%+12.9pp |
| Annual return | 15.27% | 35.16%-19.9pp | 35.32%-20.1pp | 202.70%-187.4pp |
| Employer contribution / active EE | $8,883 | $1,571+465.4% | $1,319+573.7% | $5,055+75.7% |
| Participant deferral / active EE | $3,714 | $2,873+29.3% | $2,441+52.2% | $6,977-46.8% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |