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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,710 | $227,399-82.5% | $189,758-79.1% | $198,609-80.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.50% | 61.03%-40.5pp | 52.62%-32.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,190 | $5,526-42.3% | $4,767-33.1% | $5,055-36.9% |
| Participant deferral / active EE | $6,538 | $6,837-4.4% | $5,856+11.7% | $6,977-6.3% |
| Admin fee / account holder | $269 | $25,162-98.9% | $20,388-98.7% | $19,030-98.6% |