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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,753 | $106,280-74.8% | $96,538-72.3% | $139,487-80.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 25.68% | 38.48%-12.8pp | 35.74%-10.1pp | 373.84%-348.2pp |
| Employer contribution / active EE | $3,600 | $4,107-12.3% | $3,740-3.7% | $4,755-24.3% |
| Participant deferral / active EE | $6,600 | $5,457+20.9% | $4,880+35.2% | $6,713-1.7% |
| Admin fee / account holder | $31 | $7,888-99.6% | $6,737-99.5% | $11,407-99.7% |