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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,303 | $155,555-68.9% | $146,866-67.1% | $155,188-68.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 24.43% | 115.41%-91.0pp | 102.85%-78.4pp | 148.84%-124.4pp |
| Employer contribution / active EE | $1,298 | $4,647-72.1% | $4,425-70.7% | $4,248-69.4% |
| Participant deferral / active EE | $15,138 | $8,044+88.2% | $7,759+95.1% | $6,531+131.8% |
| Admin fee / account holder | $88 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |