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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,691 | $183,627-77.8% | $155,602-73.8% | $145,978-72.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.75% | 61.32%-48.6pp | 64.81%-52.1pp | 550.52%-537.8pp |
| Employer contribution / active EE | $18,460 | $5,316+247.2% | $4,675+294.8% | $4,662+296.0% |
| Participant deferral / active EE | $12,689 | $6,466+96.2% | $5,629+125.4% | $6,690+89.7% |
| Admin fee / account holder | $278 | $19,327-98.6% | $15,923-98.3% | $13,400-97.9% |