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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,178 | $165,381-71.5% | $149,730-68.5% | $158,966-70.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.22% | 348.29%-327.1pp | 276.70%-255.5pp | 302.95%-281.7pp |
| Employer contribution / active EE | $968 | $5,104-81.0% | $4,645-79.2% | $4,762-79.7% |
| Participant deferral / active EE | $6,977 | $7,182-2.9% | $6,843+2.0% | $5,983+16.6% |
| Admin fee / account holder | $48 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |