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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,872 | $211,239-77.3% | $178,528-73.2% | $145,877-67.2% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 14.05% | 30.22%-16.2pp | 27.11%-13.1pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,111 | $4,570-31.9% | $3,950-21.2% | $4,663-33.3% |
| Participant deferral / active EE | $5,902 | $6,963-15.2% | $6,278-6.0% | $6,691-11.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |