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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,014 | $172,111-72.1% | $150,298-68.1% | $137,256-65.0% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 21.50% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,189 | $4,636-31.2% | $4,154-23.2% | $4,156-23.3% |
| Participant deferral / active EE | $9,504 | $6,166+54.1% | $5,453+74.3% | $6,407+48.3% |
| Admin fee / account holder | $53 | $16,471-99.7% | $14,116-99.6% | $12,270-99.6% |