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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,900 | $156,398-69.4% | $147,318-67.5% | $138,895-65.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 24.22% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.2pp |
| Employer contribution / active EE | $7,632 | $4,853+57.2% | $4,593+66.2% | $4,194+82.0% |
| Participant deferral / active EE | $3,911 | $8,237-52.5% | $7,906-50.5% | $6,396-38.9% |
| Admin fee / account holder | $3 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |