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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,956 | $209,336-80.4% | $197,124-79.2% | $137,256-70.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 25.82% | 48.09%-22.3pp | 44.34%-18.5pp | 220.34%-194.5pp |
| Employer contribution / active EE | $3,687 | $6,591-44.1% | $6,227-40.8% | $4,156-11.3% |
| Participant deferral / active EE | $10,688 | $9,614+11.2% | $9,135+17.0% | $6,407+66.8% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |