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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,128 | $209,336-79.4% | $197,124-78.1% | $137,256-68.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.87% | 48.09%-28.2pp | 44.34%-24.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,030 | $6,591-69.2% | $6,227-67.4% | $4,156-51.2% |
| Participant deferral / active EE | $13,902 | $9,614+44.6% | $9,135+52.2% | $6,407+117.0% |
| Admin fee / account holder | $206 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |