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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,671 | $201,264-76.8% | $184,185-74.7% | $145,978-68.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.58% | 29.00%-16.4pp | 28.81%-16.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $3,495 | $7,021-50.2% | $6,426-45.6% | $4,662-25.0% |
| Participant deferral / active EE | $5,452 | $9,806-44.4% | $9,132-40.3% | $6,690-18.5% |
| Admin fee / account holder | $57 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |