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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,762 | $227,291-79.9% | $214,702-78.7% | $155,188-70.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 23.02% | 60.08%-37.1pp | 54.55%-31.5pp | 148.84%-125.8pp |
| Employer contribution / active EE | $2,922 | $6,772-56.9% | $6,461-54.8% | $4,248-31.2% |
| Participant deferral / active EE | $5,287 | $9,582-44.8% | $9,147-42.2% | $6,531-19.0% |
| Admin fee / account holder | $87 | $20,413-99.6% | $19,830-99.6% | $14,480-99.4% |