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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,831 | $201,372-80.7% | $184,260-78.9% | $145,884-73.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.15% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $7,848 | $7,024+11.7% | $6,427+22.1% | $4,662+68.3% |
| Participant deferral / active EE | $9,700 | $9,808-1.1% | $9,133+6.2% | $6,690+45.0% |
| Admin fee / account holder | $101 | $16,362-99.4% | $13,898-99.3% | $13,392-99.2% |