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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,258 | $197,603-75.1% | $177,827-72.3% | $158,950-69.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 23.48% | 58.76%-35.3pp | 48.32%-24.8pp | 302.91%-279.4pp |
| Employer contribution / active EE | $1,835 | $6,698-72.6% | $5,918-69.0% | $4,762-61.5% |
| Participant deferral / active EE | $13,284 | $8,404+58.1% | $7,713+72.2% | $5,983+122.0% |
| Admin fee / account holder | $107 | $15,402-99.3% | $12,429-99.1% | $11,248-99.0% |