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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,081 | $165,381-71.5% | $149,730-68.6% | $158,966-70.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 10.71% | 348.29%-337.6pp | 276.70%-266.0pp | 302.95%-292.2pp |
| Employer contribution / active EE | $13,701 | $5,104+168.4% | $4,645+194.9% | $4,762+187.7% |
| Participant deferral / active EE | $2,836 | $7,182-60.5% | $6,843-58.6% | $5,983-52.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |