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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,152 | $201,372-76.1% | $184,260-73.9% | $145,884-67.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.39% | 29.04%-0.6pp | 28.84%-0.4pp | 551.85%-523.5pp |
| Employer contribution / active EE | $6,052 | $7,024-13.8% | $6,427-5.8% | $4,662+29.8% |
| Participant deferral / active EE | $18,228 | $9,808+85.9% | $9,133+99.6% | $6,690+172.5% |
| Admin fee / account holder | $101 | $16,362-99.4% | $13,898-99.3% | $13,392-99.2% |