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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,040 | $201,264-76.6% | $184,185-74.5% | $145,978-67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.00%-15.9pp | 28.81%-15.8pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,917 | $7,021-44.2% | $6,426-39.0% | $4,662-16.0% |
| Participant deferral / active EE | $7,145 | $9,806-27.1% | $9,132-21.8% | $6,690+6.8% |
| Admin fee / account holder | $61 | $16,376-99.6% | $13,909-99.6% | $13,400-99.5% |