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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,378 | $172,111-75.4% | $150,298-71.8% | $137,256-69.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.07% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,183 | $4,636-74.5% | $4,154-71.5% | $4,156-71.5% |
| Participant deferral / active EE | $11,709 | $6,166+89.9% | $5,453+114.7% | $6,407+82.8% |
| Admin fee / account holder | $59 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |