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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,405 | $183,627-74.2% | $155,602-69.5% | $145,978-67.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.35% | 61.32%-44.0pp | 64.81%-47.5pp | 550.52%-533.2pp |
| Employer contribution / active EE | $2,594 | $5,316-51.2% | $4,675-44.5% | $4,662-44.4% |
| Participant deferral / active EE | $3,587 | $6,466-44.5% | $5,629-36.3% | $6,690-46.4% |
| Admin fee / account holder | $121 | $19,327-99.4% | $15,923-99.2% | $13,400-99.1% |