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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,591 | $172,111-72.3% | $150,298-68.3% | $137,256-65.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.75% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,113 | $4,636-11.3% | $4,154-1.0% | $4,156-1.0% |
| Participant deferral / active EE | $2,160 | $6,166-65.0% | $5,453-60.4% | $6,407-66.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |