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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,360 | $183,539-74.7% | $155,556-70.2% | $145,897-68.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.50% | 61.31%-46.8pp | 64.84%-50.3pp | 552.29%-537.8pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,675-58.7% | $4,663-58.6% |
| Participant deferral / active EE | $7,069 | $6,467+9.3% | $5,631+25.5% | $6,689+5.7% |
| Admin fee / account holder | $20 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |