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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,006 | $185,312-78.4% | $161,489-75.2% | $154,746-74.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 23.99% | 103.84%-79.9pp | 89.72%-65.7pp | 172.34%-148.3pp |
| Employer contribution / active EE | $3,972 | $4,769-16.7% | $4,268-6.9% | $4,379-9.3% |
| Participant deferral / active EE | $10,205 | $6,350+60.7% | $5,630+81.3% | $6,730+51.6% |
| Admin fee / account holder | $72 | $18,654-99.6% | $16,006-99.5% | $14,365-99.5% |