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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,765 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.22% | 69.37%-50.1pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $3,931 | $4,636-15.2% | $4,154-5.4% | $4,156-5.4% |
| Participant deferral / active EE | $1,890 | $6,166-69.4% | $5,453-65.3% | $6,407-70.5% |
| Admin fee / account holder | $261 | $16,471-98.4% | $14,116-98.1% | $12,270-97.9% |