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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,369 | $201,259-79.4% | $184,200-77.5% | $145,959-71.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.63% | 28.98%-8.4pp | 28.80%-8.2pp | 561.95%-541.3pp |
| Employer contribution / active EE | $1,815 | $7,018-74.1% | $6,424-71.8% | $4,661-61.1% |
| Participant deferral / active EE | $13,260 | $9,806+35.2% | $9,132+45.2% | $6,689+98.2% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |