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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,157 | $172,111-71.4% | $150,298-67.3% | $137,256-64.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 13.16% | 69.37%-56.2pp | 62.79%-49.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $3,072 | $4,636-33.7% | $4,154-26.0% | $4,156-26.1% |
| Participant deferral / active EE | $2,021 | $6,166-67.2% | $5,453-62.9% | $6,407-68.5% |
| Admin fee / account holder | $10 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |