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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,006 | $227,399-82.4% | $189,758-78.9% | $198,609-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.99% | 61.03%-37.0pp | 52.62%-28.6pp | 202.70%-178.7pp |
| Employer contribution / active EE | $3,972 | $5,526-28.1% | $4,767-16.7% | $5,055-21.4% |
| Participant deferral / active EE | $10,205 | $6,837+49.3% | $5,856+74.3% | $6,977+46.3% |
| Admin fee / account holder | $72 | $25,162-99.7% | $20,388-99.6% | $19,030-99.6% |