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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,290 | $227,399-77.0% | $189,758-72.4% | $198,609-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.38% | 61.03%-44.6pp | 52.62%-36.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $2,456 | $5,526-55.6% | $4,767-48.5% | $5,055-51.4% |
| Participant deferral / active EE | $6,447 | $6,837-5.7% | $5,856+10.1% | $6,977-7.6% |
| Admin fee / account holder | $143 | $25,162-99.4% | $20,388-99.3% | $19,030-99.2% |