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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,440 | $108,922-67.5% | $100,398-64.7% | $145,978-75.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.11% | 58.04%-39.9pp | 49.32%-31.2pp | 550.52%-532.4pp |
| Employer contribution / active EE | $4,265 | $4,426-3.6% | $3,946+8.1% | $4,662-8.5% |
| Participant deferral / active EE | $10,564 | $8,450+25.0% | $8,084+30.7% | $6,690+57.9% |
| Admin fee / account holder | $288 | $9,680-97.0% | $7,893-96.3% | $13,400-97.8% |