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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,563 | $172,111-71.2% | $150,298-67.0% | $137,256-63.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.75% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,192 | $4,636-52.7% | $4,154-47.2% | $4,156-47.3% |
| Participant deferral / active EE | $6,493 | $6,166+5.3% | $5,453+19.1% | $6,407+1.3% |
| Admin fee / account holder | $39 | $16,471-99.8% | $14,116-99.7% | $12,270-99.7% |