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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,019 | $201,370-81.1% | $184,256-79.4% | $145,897-73.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.17% | 29.05%-10.9pp | 28.85%-10.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $3,931 | $7,024-44.0% | $6,427-38.8% | $4,663-15.7% |
| Participant deferral / active EE | $17,887 | $9,808+82.4% | $9,133+95.8% | $6,689+167.4% |
| Admin fee / account holder | $166 | $16,364-99.0% | $13,899-98.8% | $13,390-98.8% |