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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,765 | $147,556-82.5% | $129,031-80.0% | $198,609-87.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 29.55% | 37.41%-7.9pp | 34.67%-5.1pp | 202.70%-173.1pp |
| Employer contribution / active EE | $3,366 | $3,645-7.6% | $3,226+4.3% | $5,055-33.4% |
| Participant deferral / active EE | $14,859 | $5,760+158.0% | $5,217+184.8% | $6,977+113.0% |
| Admin fee / account holder | $230 | $15,467-98.5% | $13,208-98.3% | $19,030-98.8% |