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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,418 | $148,623-69.4% | $135,974-66.6% | $139,466-67.4% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 19.38% | 79.30%-59.9pp | 68.30%-48.9pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,609 | $5,246-69.3% | $4,859-66.9% | $4,754-66.2% |
| Participant deferral / active EE | $4,676 | $8,103-42.3% | $7,760-39.7% | $6,712-30.3% |
| Admin fee / account holder | $21 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |