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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,926 | $223,823-78.6% | $211,142-77.3% | $154,746-69.0% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 16.05% | 50.39%-34.3pp | 46.84%-30.8pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,906 | $6,787-42.4% | $6,442-39.4% | $4,379-10.8% |
| Participant deferral / active EE | $10,147 | $9,750+4.1% | $9,284+9.3% | $6,730+50.8% |
| Admin fee / account holder | $223 | $19,707-98.9% | $19,076-98.8% | $14,365-98.5% |