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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,879 | $115,225-67.1% | $100,712-62.4% | $138,895-72.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.84% | 40.35%-19.5pp | 33.27%-12.4pp | 145.39%-124.6pp |
| Employer contribution / active EE | $8,583 | $2,771+209.7% | $2,313+271.1% | $4,194+104.6% |
| Participant deferral / active EE | $13,625 | $4,699+189.9% | $4,085+233.5% | $6,396+113.0% |
| Admin fee / account holder | $164 | $10,844-98.5% | $9,256-98.2% | $12,562-98.7% |