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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,965 | $201,344-75.7% | $184,243-73.4% | $145,877-66.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.79% | 29.01%-17.2pp | 28.82%-17.0pp | 551.28%-539.5pp |
| Employer contribution / active EE | $2,984 | $7,022-57.5% | $6,427-53.6% | $4,663-36.0% |
| Participant deferral / active EE | $5,467 | $9,807-44.3% | $9,132-40.1% | $6,691-18.3% |
| Admin fee / account holder | $51 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |