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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,610 | $197,625-76.4% | $177,840-73.8% | $158,966-70.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 75.37% | 58.76%+16.6pp | 48.32%+27.0pp | 302.95%-227.6pp |
| Employer contribution / active EE | $2,060 | $6,698-69.2% | $5,919-65.2% | $4,762-56.7% |
| Participant deferral / active EE | $6,333 | $8,405-24.6% | $7,714-17.9% | $5,983+5.9% |
| Admin fee / account holder | $127 | $15,405-99.2% | $12,431-99.0% | $11,250-98.9% |