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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,045 | $201,344-80.6% | $184,243-78.8% | $145,877-73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.48% | 29.01%+7.5pp | 28.82%+7.7pp | 551.28%-514.8pp |
| Employer contribution / active EE | $4,932 | $7,022-29.8% | $6,427-23.3% | $4,663+5.8% |
| Participant deferral / active EE | $13,498 | $9,807+37.6% | $9,132+47.8% | $6,691+101.7% |
| Admin fee / account holder | $121 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |