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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,360 | $183,516-74.7% | $155,534-70.2% | $145,884-68.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 14.50% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,931 | $5,315-63.7% | $4,675-58.7% | $4,662-58.6% |
| Participant deferral / active EE | $7,069 | $6,467+9.3% | $5,630+25.6% | $6,690+5.7% |
| Admin fee / account holder | $20 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |