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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,125 | $162,136-70.3% | $152,301-68.4% | $154,746-68.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.98% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $1,751 | $4,890-64.2% | $4,624-62.1% | $4,379-60.0% |
| Participant deferral / active EE | $3,638 | $8,341-56.4% | $8,004-54.5% | $6,730-45.9% |
| Admin fee / account holder | $5 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |