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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,706 | $182,442-78.2% | $163,379-75.7% | $138,895-71.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 20.16% | 72.74%-52.6pp | 63.41%-43.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $3,654 | $4,159-12.2% | $3,752-2.6% | $4,194-12.9% |
| Participant deferral / active EE | $5,666 | $6,817-16.9% | $6,282-9.8% | $6,396-11.4% |
| Admin fee / account holder | $259 | $10,396-97.5% | $9,818-97.4% | $12,562-97.9% |