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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,976 | $172,111-75.0% | $150,298-71.4% | $137,256-68.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.97% | 69.37%-43.4pp | 62.79%-36.8pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,895 | $4,636-59.1% | $4,154-54.4% | $4,156-54.4% |
| Participant deferral / active EE | $10,973 | $6,166+78.0% | $5,453+101.2% | $6,407+71.3% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |