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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,797 | $153,769-70.2% | $133,975-65.8% | $273,972-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 57.99% | 36.51%+21.5pp | 29.29%+28.7pp | 41.46%+16.5pp |
| Employer contribution / active EE | $1,354 | $6,029-77.5% | $5,211-74.0% | $4,869-72.2% |
| Participant deferral / active EE | $8,320 | $6,958+19.6% | $6,282+32.4% | $5,287+57.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |