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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,908 | $85,024-63.6% | $70,544-56.2% | $139,466-77.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 27.38% | 30.39%-3.0pp | 32.79%-5.4pp | 373.66%-346.3pp |
| Employer contribution / active EE | $2,832 | $3,912-27.6% | $2,976-4.8% | $4,754-40.4% |
| Participant deferral / active EE | $8,694 | $5,891+47.6% | $4,568+90.3% | $6,712+29.5% |
| Admin fee / account holder | $203 | $8,928-97.7% | $6,427-96.8% | $11,409-98.2% |