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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,475 | $153,769-70.4% | $133,975-66.1% | $273,972-83.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 84.74% | 36.51%+48.2pp | 29.29%+55.4pp | 41.46%+43.3pp |
| Employer contribution / active EE | $1,983 | $6,029-67.1% | $5,211-62.0% | $4,869-59.3% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $11,765-99.8% | $9,324-99.8% | $10,133-99.8% |