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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,944 | $126,113-71.5% | $116,096-69.0% | $155,188-76.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 25.18% | 391.72%-366.5pp | 326.25%-301.1pp | 148.84%-123.7pp |
| Employer contribution / active EE | $4,010 | $2,672+50.1% | $2,503+60.2% | $4,248-5.6% |
| Participant deferral / active EE | $9,646 | $4,162+131.8% | $3,952+144.1% | $6,531+47.7% |
| Admin fee / account holder | $28 | $8,045-99.7% | $7,704-99.6% | $14,480-99.8% |