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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,513 | $162,136-73.2% | $152,301-71.4% | $154,746-71.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.39% | 91.02%-73.6pp | 80.50%-63.1pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,600 | $4,890-67.3% | $4,624-65.4% | $4,379-63.5% |
| Participant deferral / active EE | $4,700 | $8,341-43.7% | $8,004-41.3% | $6,730-30.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |