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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,229 | $201,372-78.0% | $184,260-76.0% | $145,884-69.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.89% | 29.04%-6.2pp | 28.84%-6.0pp | 551.85%-529.0pp |
| Employer contribution / active EE | $1,548 | $7,024-78.0% | $6,427-75.9% | $4,662-66.8% |
| Participant deferral / active EE | $19,767 | $9,808+101.5% | $9,133+116.4% | $6,690+195.5% |
| Admin fee / account holder | $92 | $16,362-99.4% | $13,898-99.3% | $13,392-99.3% |