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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $162,136-70.5% | $152,301-68.6% | $154,746-69.1% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 47.20% | 91.02%-43.8pp | 80.50%-33.3pp | 172.34%-125.1pp |
| Employer contribution / active EE | $3,013 | $4,890-38.4% | $4,624-34.8% | $4,379-31.2% |
| Participant deferral / active EE | $5,868 | $8,341-29.6% | $8,004-26.7% | $6,730-12.8% |
| Admin fee / account holder | $64 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |