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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,019 | $201,344-81.1% | $184,243-79.4% | $145,877-73.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.17% | 29.01%-10.8pp | 28.82%-10.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $3,931 | $7,022-44.0% | $6,427-38.8% | $4,663-15.7% |
| Participant deferral / active EE | $17,887 | $9,807+82.4% | $9,132+95.9% | $6,691+167.3% |
| Admin fee / account holder | $166 | $16,382-99.0% | $13,914-98.8% | $13,402-98.8% |