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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,576 | $196,972-75.3% | $182,262-73.3% | $198,609-75.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.94% | 158.27%-136.3pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $2,415 | $5,364-55.0% | $5,046-52.1% | $5,055-52.2% |
| Participant deferral / active EE | $12,285 | $8,643+42.1% | $8,276+48.4% | $6,977+76.1% |
| Admin fee / account holder | $66 | $18,429-99.6% | $16,712-99.6% | $19,030-99.7% |