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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,276 | $172,111-72.5% | $150,298-68.5% | $137,256-65.6% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 18.68% | 69.37%-50.7pp | 62.79%-44.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,584 | $4,636-44.3% | $4,154-37.8% | $4,156-37.8% |
| Participant deferral / active EE | $4,353 | $6,166-29.4% | $5,453-20.2% | $6,407-32.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |