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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,364 | $148,629-68.1% | $135,982-65.2% | $139,487-66.0% |
| Participation rate | 85.0% | 83.9%+1.1pp | 81.9%+3.1pp | 80.3%+4.7pp |
| Annual return | 22.63% | 79.33%-56.7pp | 68.32%-45.7pp | 373.84%-351.2pp |
| Employer contribution / active EE | $3,815 | $5,247-27.3% | $4,859-21.5% | $4,755-19.8% |
| Participant deferral / active EE | $7,828 | $8,102-3.4% | $7,760+0.9% | $6,713+16.6% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,407-99.8% |