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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,936 | $201,344-76.7% | $184,243-74.5% | $145,877-67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.61% | 29.01%-18.4pp | 28.82%-18.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $3,793 | $7,022-46.0% | $6,427-41.0% | $4,663-18.7% |
| Participant deferral / active EE | $12,448 | $9,807+26.9% | $9,132+36.3% | $6,691+86.1% |
| Admin fee / account holder | $22 | $16,382-99.9% | $13,914-99.8% | $13,402-99.8% |