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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,558 | $201,344-75.9% | $184,243-73.6% | $145,877-66.7% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 35.14% | 29.01%+6.1pp | 28.82%+6.3pp | 551.28%-516.1pp |
| Employer contribution / active EE | $3,550 | $7,022-49.4% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $14,626 | $9,807+49.1% | $9,132+60.2% | $6,691+118.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |