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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,474 | $154,228-72.5% | $145,433-70.8% | $137,256-69.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.84% | 74.59%-51.7pp | 66.58%-43.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $3,740 | $4,804-22.2% | $4,554-17.9% | $4,156-10.0% |
| Participant deferral / active EE | $18,000 | $8,216+119.1% | $7,897+127.9% | $6,407+181.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |