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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,889 | $165,399-70.4% | $149,745-67.4% | $158,982-69.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.45% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,073 | $5,105-79.0% | $4,646-76.9% | $4,763-77.5% |
| Participant deferral / active EE | $4,186 | $7,183-41.7% | $6,843-38.8% | $5,983-30.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |