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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,369 | $201,372-79.5% | $184,260-77.5% | $145,884-71.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 29.04%-8.4pp | 28.84%-8.2pp | 551.85%-531.2pp |
| Employer contribution / active EE | $1,815 | $7,024-74.2% | $6,427-71.8% | $4,662-61.1% |
| Participant deferral / active EE | $13,260 | $9,808+35.2% | $9,133+45.2% | $6,690+98.2% |
| Admin fee / account holder | $20 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |