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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,831 | $201,370-80.7% | $184,256-78.9% | $145,897-73.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 29.05%-14.9pp | 28.85%-14.7pp | 552.29%-538.1pp |
| Employer contribution / active EE | $7,848 | $7,024+11.7% | $6,427+22.1% | $4,663+68.3% |
| Participant deferral / active EE | $9,700 | $9,808-1.1% | $9,133+6.2% | $6,689+45.0% |
| Admin fee / account holder | $101 | $16,364-99.4% | $13,899-99.3% | $13,390-99.2% |