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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,663 | $165,399-77.2% | $149,745-74.8% | $158,982-76.3% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 23.54% | 348.34%-324.8pp | 276.72%-253.2pp | 302.99%-279.5pp |
| Employer contribution / active EE | $2,050 | $5,105-59.8% | $4,646-55.9% | $4,763-57.0% |
| Participant deferral / active EE | $4,383 | $7,183-39.0% | $6,843-36.0% | $5,983-26.8% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |