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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,454 | $154,228-73.8% | $145,433-72.2% | $137,256-70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.77% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $10,408 | $4,804+116.6% | $4,554+128.5% | $4,156+150.4% |
| Participant deferral / active EE | $2,677 | $8,216-67.4% | $7,897-66.1% | $6,407-58.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |