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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,636 | $172,111-77.0% | $150,298-73.6% | $137,256-71.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.48% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,190 | $4,636-31.2% | $4,154-23.2% | $4,156-23.3% |
| Participant deferral / active EE | $9,106 | $6,166+47.7% | $5,453+67.0% | $6,407+42.1% |
| Admin fee / account holder | $226 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |