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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,491 | $155,555-73.3% | $146,866-71.7% | $155,188-73.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.77% | 115.41%-90.6pp | 102.85%-78.1pp | 148.84%-124.1pp |
| Employer contribution / active EE | $2,589 | $4,647-44.3% | $4,425-41.5% | $4,248-39.1% |
| Participant deferral / active EE | $11,107 | $8,044+38.1% | $7,759+43.1% | $6,531+70.1% |
| Admin fee / account holder | $90 | $14,755-99.4% | $13,620-99.3% | $14,480-99.4% |