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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,606 | $99,053-69.1% | $88,179-65.3% | $138,895-78.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 23.86% | 78.17%-54.3pp | 64.97%-41.1pp | 145.39%-121.5pp |
| Employer contribution / active EE | $3,165 | $2,882+9.8% | $2,549+24.2% | $4,194-24.5% |
| Participant deferral / active EE | $9,247 | $5,225+77.0% | $4,614+100.4% | $6,396+44.6% |
| Admin fee / account holder | $46 | $8,748-99.5% | $7,673-99.4% | $12,562-99.6% |