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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,170 | $201,344-80.5% | $184,243-78.7% | $145,877-73.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.10% | 29.01%-14.9pp | 28.82%-14.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $4,623 | $7,022-34.2% | $6,427-28.1% | $4,663-0.9% |
| Participant deferral / active EE | $11,236 | $9,807+14.6% | $9,132+23.0% | $6,691+67.9% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |