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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,234 | $201,264-76.5% | $184,185-74.4% | $145,978-67.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.04% | 29.00%-9.0pp | 28.81%-8.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $3,169 | $7,021-54.9% | $6,426-50.7% | $4,662-32.0% |
| Participant deferral / active EE | $5,750 | $9,806-41.4% | $9,132-37.0% | $6,690-14.0% |
| Admin fee / account holder | $34 | $16,376-99.8% | $13,909-99.8% | $13,400-99.7% |