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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,148 | $185,905-77.3% | $170,057-75.2% | $139,487-69.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.85% | 60.56%-39.7pp | 53.42%-32.6pp | 373.84%-353.0pp |
| Employer contribution / active EE | $3,255 | $7,597-57.2% | $6,790-52.1% | $4,755-31.6% |
| Participant deferral / active EE | $9,756 | $11,627-16.1% | $10,411-6.3% | $6,713+45.3% |
| Admin fee / account holder | $202 | $15,397-98.7% | $12,826-98.4% | $11,407-98.2% |