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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,157 | $185,312-73.5% | $161,489-69.6% | $154,746-68.2% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 13.16% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,072 | $4,769-35.6% | $4,268-28.0% | $4,379-29.8% |
| Participant deferral / active EE | $2,021 | $6,350-68.2% | $5,630-64.1% | $6,730-70.0% |
| Admin fee / account holder | $10 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |