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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,579 | $201,372-76.4% | $184,260-74.2% | $145,884-67.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.98% | 29.04%-7.1pp | 28.84%-6.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $2,911 | $7,024-58.5% | $6,427-54.7% | $4,662-37.6% |
| Participant deferral / active EE | $11,515 | $9,808+17.4% | $9,133+26.1% | $6,690+72.1% |
| Admin fee / account holder | $112 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |