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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,462 | $174,379-76.8% | $152,093-73.4% | $138,895-70.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.63% | 74.86%-53.2pp | 66.36%-44.7pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,867 | $4,652-16.9% | $4,175-7.4% | $4,194-7.8% |
| Participant deferral / active EE | $8,437 | $6,159+37.0% | $5,451+54.8% | $6,396+31.9% |
| Admin fee / account holder | $100 | $16,880-99.4% | $14,497-99.3% | $12,562-99.2% |