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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,788 | $201,370-82.2% | $184,256-80.6% | $145,897-75.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.71% | 29.05%-2.3pp | 28.85%-2.1pp | 552.29%-525.6pp |
| Employer contribution / active EE | $2,700 | $7,024-61.6% | $6,427-58.0% | $4,663-42.1% |
| Participant deferral / active EE | $5,280 | $9,808-46.2% | $9,133-42.2% | $6,689-21.1% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |