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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,764 | $156,398-69.5% | $147,318-67.6% | $138,895-65.6% |
| Participation rate | 95.8% | 83.8%+12.1pp | 82.1%+13.8pp | 79.9%+15.9pp |
| Annual return | 47.20% | 78.75%-31.5pp | 70.43%-23.2pp | 145.39%-98.2pp |
| Employer contribution / active EE | $3,013 | $4,853-37.9% | $4,593-34.4% | $4,194-28.2% |
| Participant deferral / active EE | $5,868 | $8,237-28.8% | $7,906-25.8% | $6,396-8.3% |
| Admin fee / account holder | $64 | $14,976-99.6% | $13,708-99.5% | $12,562-99.5% |