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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,006 | $174,379-77.1% | $152,093-73.7% | $138,895-71.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 23.99% | 74.86%-50.9pp | 66.36%-42.4pp | 145.39%-121.4pp |
| Employer contribution / active EE | $3,972 | $4,652-14.6% | $4,175-4.9% | $4,194-5.3% |
| Participant deferral / active EE | $10,205 | $6,159+65.7% | $5,451+87.2% | $6,396+59.5% |
| Admin fee / account holder | $72 | $16,880-99.6% | $14,497-99.5% | $12,562-99.4% |