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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,099 | $85,024-89.3% | $70,544-87.1% | $139,466-93.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 26.21% | 30.39%-4.2pp | 32.79%-6.6pp | 373.66%-347.5pp |
| Employer contribution / active EE | $2,679 | $3,912-31.5% | $2,976-10.0% | $4,754-43.7% |
| Participant deferral / active EE | $3,289 | $5,891-44.2% | $4,568-28.0% | $6,712-51.0% |
| Admin fee / account holder | $60 | $8,928-99.3% | $6,427-99.1% | $11,409-99.5% |