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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,871 | $168,635-71.0% | $147,617-66.9% | $125,389-61.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 2.92% | 77.65%-74.7pp | 61.98%-59.1pp | 282.24%-279.3pp |
| Employer contribution / active EE | $9,116 | $6,252+45.8% | $5,564+63.8% | $4,866+87.3% |
| Participant deferral / active EE | $8,085 | $5,507+46.8% | $4,895+65.1% | $5,352+51.1% |
| Admin fee / account holder | $200 | $13,580-98.5% | $11,612-98.3% | $9,541-97.9% |