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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,310 | $201,372-79.0% | $184,260-77.0% | $145,884-71.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.88% | 29.04%-9.2pp | 28.84%-9.0pp | 551.85%-532.0pp |
| Employer contribution / active EE | $4,394 | $7,024-37.4% | $6,427-31.6% | $4,662-5.8% |
| Participant deferral / active EE | $11,726 | $9,808+19.6% | $9,133+28.4% | $6,690+75.3% |
| Admin fee / account holder | $70 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |