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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,317 | $183,516-77.5% | $155,534-73.4% | $145,884-71.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.13% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $5,878 | $5,315+10.6% | $4,675+25.7% | $4,662+26.1% |
| Participant deferral / active EE | $4,122 | $6,467-36.3% | $5,630-26.8% | $6,690-38.4% |
| Admin fee / account holder | $145 | $19,293-99.3% | $15,900-99.1% | $13,392-98.9% |