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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,155 | $124,980-84.7% | $108,359-82.3% | $154,746-87.6% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 20.14% | 45.00%-24.9pp | 36.89%-16.8pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,447 | $2,851-14.1% | $2,399+2.0% | $4,379-44.1% |
| Participant deferral / active EE | $3,463 | $4,743-27.0% | $4,137-16.3% | $6,730-48.6% |
| Admin fee / account holder | $49 | $11,502-99.6% | $9,741-99.5% | $14,365-99.7% |