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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,530 | $201,344-79.4% | $184,243-77.5% | $145,877-71.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.68% | 29.01%-8.3pp | 28.82%-8.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $3,548 | $7,022-49.5% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $9,663 | $9,807-1.5% | $9,132+5.8% | $6,691+44.4% |
| Admin fee / account holder | $97 | $16,382-99.4% | $13,914-99.3% | $13,402-99.3% |