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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,507 | $183,516-74.1% | $155,534-69.5% | $145,884-67.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 27.98% | 61.43%-33.4pp | 64.92%-36.9pp | 551.85%-523.9pp |
| Employer contribution / active EE | $1,537 | $5,315-71.1% | $4,675-67.1% | $4,662-67.0% |
| Participant deferral / active EE | $5,926 | $6,467-8.4% | $5,630+5.3% | $6,690-11.4% |
| Admin fee / account holder | $102 | $19,293-99.5% | $15,900-99.4% | $13,392-99.2% |