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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,301 | $183,516-74.2% | $155,534-69.6% | $145,884-67.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.52% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,497 | $5,315-53.0% | $4,675-46.6% | $4,662-46.4% |
| Participant deferral / active EE | $3,327 | $6,467-48.5% | $5,630-40.9% | $6,690-50.3% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |