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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,288 | $165,381-70.2% | $149,730-67.1% | $158,966-69.0% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 20.99% | 348.29%-327.3pp | 276.70%-255.7pp | 302.95%-282.0pp |
| Employer contribution / active EE | $3,609 | $5,104-29.3% | $4,645-22.3% | $4,762-24.2% |
| Participant deferral / active EE | $9,032 | $7,182+25.8% | $6,843+32.0% | $5,983+51.0% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |