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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,971 | $148,623-67.1% | $135,974-64.0% | $139,466-64.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 31.09% | 79.30%-48.2pp | 68.30%-37.2pp | 373.66%-342.6pp |
| Employer contribution / active EE | $1,983 | $5,246-62.2% | $4,859-59.2% | $4,754-58.3% |
| Participant deferral / active EE | $9,711 | $8,103+19.8% | $7,760+25.1% | $6,712+44.7% |
| Admin fee / account holder | $277 | $12,406-97.8% | $10,767-97.4% | $11,409-97.6% |