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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,879 | $124,980-69.7% | $108,359-65.0% | $154,746-75.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.84% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.5pp |
| Employer contribution / active EE | $8,583 | $2,851+201.1% | $2,399+257.7% | $4,379+96.0% |
| Participant deferral / active EE | $13,625 | $4,743+187.3% | $4,137+229.3% | $6,730+102.4% |
| Admin fee / account holder | $164 | $11,502-98.6% | $9,741-98.3% | $14,365-98.9% |