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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,631 | $181,062-77.6% | $158,223-74.3% | $155,188-73.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.92% | 57.39%-48.5pp | 52.09%-43.2pp | 148.84%-139.9pp |
| Employer contribution / active EE | $1,662 | $4,565-63.6% | $4,109-59.6% | $4,248-60.9% |
| Participant deferral / active EE | $12,104 | $6,134+97.3% | $5,467+121.4% | $6,531+85.3% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |