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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,131 | $110,410-53.7% | $102,437-50.1% | $145,897-65.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 13.47% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,229 | $4,217-47.1% | $3,871-42.4% | $4,663-52.2% |
| Participant deferral / active EE | $5,815 | $5,622+3.4% | $5,060+14.9% | $6,689-13.1% |
| Admin fee / account holder | $15 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |