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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,040 | $201,372-76.6% | $184,260-74.5% | $145,884-67.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.06% | 29.04%-16.0pp | 28.84%-15.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,917 | $7,024-44.2% | $6,427-39.1% | $4,662-16.0% |
| Participant deferral / active EE | $7,145 | $9,808-27.1% | $9,133-21.8% | $6,690+6.8% |
| Admin fee / account holder | $61 | $16,362-99.6% | $13,898-99.6% | $13,392-99.5% |