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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,887 | $208,088-77.5% | $186,193-74.8% | $154,746-69.7% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 31.81% | 89.97%-58.2pp | 78.03%-46.2pp | 172.34%-140.5pp |
| Employer contribution / active EE | $17,199 | $4,340+296.3% | $3,918+339.0% | $4,379+292.8% |
| Participant deferral / active EE | $9,113 | $7,078+28.8% | $6,513+39.9% | $6,730+35.4% |
| Admin fee / account holder | $125 | $11,698-98.9% | $11,058-98.9% | $14,365-99.1% |