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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,749 | $183,627-72.9% | $155,602-68.0% | $145,978-65.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 27.45% | 61.32%-33.9pp | 64.81%-37.4pp | 550.52%-523.1pp |
| Employer contribution / active EE | $2,524 | $5,316-52.5% | $4,675-46.0% | $4,662-45.9% |
| Participant deferral / active EE | $5,910 | $6,466-8.6% | $5,629+5.0% | $6,690-11.7% |
| Admin fee / account holder | $42 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |