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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,182 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.31% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.0pp |
| Employer contribution / active EE | $969 | $4,636-79.1% | $4,154-76.7% | $4,156-76.7% |
| Participant deferral / active EE | $8,795 | $6,166+42.6% | $5,453+61.3% | $6,407+37.3% |
| Admin fee / account holder | $168 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |