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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,965 | $201,372-75.7% | $184,260-73.4% | $145,884-66.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.79% | 29.04%-17.3pp | 28.84%-17.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $2,984 | $7,024-57.5% | $6,427-53.6% | $4,662-36.0% |
| Participant deferral / active EE | $5,467 | $9,808-44.3% | $9,133-40.1% | $6,690-18.3% |
| Admin fee / account holder | $51 | $16,362-99.7% | $13,898-99.6% | $13,392-99.6% |