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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,277 | $201,264-80.5% | $184,185-78.7% | $145,978-73.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.51% | 29.00%-11.5pp | 28.81%-11.3pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,880 | $7,021-59.0% | $6,426-55.2% | $4,662-38.2% |
| Participant deferral / active EE | $12,000 | $9,806+22.4% | $9,132+31.4% | $6,690+79.4% |
| Admin fee / account holder | $48 | $16,376-99.7% | $13,909-99.7% | $13,400-99.6% |