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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,310 | $201,264-79.0% | $184,185-77.0% | $145,978-71.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.88% | 29.00%-9.1pp | 28.81%-8.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $4,394 | $7,021-37.4% | $6,426-31.6% | $4,662-5.7% |
| Participant deferral / active EE | $11,726 | $9,806+19.6% | $9,132+28.4% | $6,690+75.3% |
| Admin fee / account holder | $70 | $16,376-99.6% | $13,909-99.5% | $13,400-99.5% |