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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,648 | $185,856-78.1% | $170,028-76.1% | $139,456-70.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.11% | 60.52%-41.4pp | 53.39%-34.3pp | 373.45%-354.3pp |
| Employer contribution / active EE | $1,880 | $7,593-75.2% | $6,788-72.3% | $4,753-60.4% |
| Participant deferral / active EE | $3,649 | $11,623-68.6% | $10,409-64.9% | $6,711-45.6% |
| Admin fee / account holder | $223 | $15,387-98.6% | $12,820-98.3% | $11,407-98.0% |