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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,192 | $99,875-70.8% | $146,866-80.1% | $86,983-66.4% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 48.08% | 28.10%+20.0pp | 102.85%-54.8pp | 25.83%+22.3pp |
| Employer contribution / active EE | $2,187 | $3,224-32.2% | $4,425-50.6% | $2,584-15.4% |
| Participant deferral / active EE | $5,579 | $6,322-11.8% | $7,759-28.1% | $4,194+33.0% |
| Admin fee / account holder | $129 | $7,838-98.4% | $13,620-99.1% | $7,856-98.4% |