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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,170 | $201,370-79.6% | $184,256-77.7% | $145,897-71.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.98% | 29.05%-14.1pp | 28.85%-13.9pp | 552.29%-537.3pp |
| Employer contribution / active EE | $2,714 | $7,024-61.4% | $6,427-57.8% | $4,663-41.8% |
| Participant deferral / active EE | $6,252 | $9,808-36.3% | $9,133-31.5% | $6,689-6.5% |
| Admin fee / account holder | $247 | $16,364-98.5% | $13,899-98.2% | $13,390-98.2% |