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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,639 | $183,539-73.0% | $155,556-68.1% | $145,897-66.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.04% | 61.31%-51.3pp | 64.84%-54.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,677 | $5,315-68.4% | $4,675-64.1% | $4,663-64.0% |
| Participant deferral / active EE | $2,500 | $6,467-61.3% | $5,631-55.6% | $6,689-62.6% |
| Admin fee / account holder | $135 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |