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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,398 | $201,264-78.4% | $184,185-76.4% | $145,978-70.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.89% | 29.00%-13.1pp | 28.81%-12.9pp | 550.52%-534.6pp |
| Employer contribution / active EE | $3,775 | $7,021-46.2% | $6,426-41.3% | $4,662-19.0% |
| Participant deferral / active EE | $12,114 | $9,806+23.5% | $9,132+32.7% | $6,690+81.1% |
| Admin fee / account holder | $270 | $16,376-98.4% | $13,909-98.1% | $13,400-98.0% |