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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,723 | $183,627-77.8% | $155,602-73.8% | $145,978-72.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.76% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,742 | $5,316-29.6% | $4,675-20.0% | $4,662-19.7% |
| Participant deferral / active EE | $7,185 | $6,466+11.1% | $5,629+27.6% | $6,690+7.4% |
| Admin fee / account holder | $240 | $19,327-98.8% | $15,923-98.5% | $13,400-98.2% |