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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,926 | $209,336-77.1% | $197,124-75.7% | $137,256-65.1% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 16.05% | 48.09%-32.0pp | 44.34%-28.3pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,906 | $6,591-40.7% | $6,227-37.3% | $4,156-6.0% |
| Participant deferral / active EE | $10,147 | $9,614+5.5% | $9,135+11.1% | $6,407+58.4% |
| Admin fee / account holder | $223 | $17,308-98.7% | $16,298-98.6% | $12,270-98.2% |