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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,466 | $110,212-81.4% | $96,534-78.8% | $139,466-85.3% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 40.85% | 26.42%+14.4pp | 25.88%+15.0pp | 373.66%-332.8pp |
| Employer contribution / active EE | $5,927 | $3,620+63.7% | $2,965+99.9% | $4,754+24.7% |
| Participant deferral / active EE | $4,672 | $5,547-15.8% | $4,851-3.7% | $6,712-30.4% |
| Admin fee / account holder | $8 | $11,599-99.9% | $8,253-99.9% | $11,409-99.9% |