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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,000 | $139,948-76.4% | $121,663-72.9% | $154,746-78.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 74.5%+5.5pp | 80.7%-0.7pp |
| Annual return | 25.41% | 230.52%-205.1pp | 147.54%-122.1pp | 172.34%-146.9pp |
| Employer contribution / active EE | $1,050 | $3,521-70.2% | $3,020-65.2% | $4,379-76.0% |
| Participant deferral / active EE | $7,994 | $5,629+42.0% | $4,887+63.6% | $6,730+18.8% |
| Admin fee / account holder | $69 | $17,321-99.6% | $14,289-99.5% | $14,365-99.5% |