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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,985 | $154,228-72.1% | $145,433-70.4% | $137,256-68.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.43% | 74.59%-56.2pp | 66.58%-48.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,929 | $4,804-59.9% | $4,554-57.7% | $4,156-53.6% |
| Participant deferral / active EE | $8,082 | $8,216-1.6% | $7,897+2.3% | $6,407+26.1% |
| Admin fee / account holder | $63 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |