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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,495 | $115,917-84.9% | $100,535-82.6% | $158,982-89.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 32.84% | 34.80%-2.0pp | 30.90%+1.9pp | 302.99%-270.2pp |
| Employer contribution / active EE | $7,859 | $4,105+91.4% | $3,419+129.9% | $4,763+65.0% |
| Participant deferral / active EE | $4,057 | $6,677-39.2% | $6,271-35.3% | $5,983-32.2% |
| Admin fee / account holder | $27 | $11,002-99.8% | $8,085-99.7% | $11,252-99.8% |