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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,021 | $106,247-87.7% | $96,515-86.5% | $139,466-90.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 40.02% | 38.47%+1.6pp | 35.73%+4.3pp | 373.66%-333.6pp |
| Employer contribution / active EE | $2,646 | $4,106-35.5% | $3,740-29.2% | $4,754-44.3% |
| Participant deferral / active EE | $3,917 | $5,456-28.2% | $4,880-19.7% | $6,712-41.6% |
| Admin fee / account holder | $21 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |