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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,045 | $201,370-80.6% | $184,256-78.8% | $145,897-73.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.48% | 29.05%+7.4pp | 28.85%+7.6pp | 552.29%-515.8pp |
| Employer contribution / active EE | $4,932 | $7,024-29.8% | $6,427-23.3% | $4,663+5.8% |
| Participant deferral / active EE | $13,498 | $9,808+37.6% | $9,133+47.8% | $6,689+101.8% |
| Admin fee / account holder | $121 | $16,364-99.3% | $13,899-99.1% | $13,390-99.1% |