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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,834 | $148,623-79.3% | $135,974-77.3% | $139,466-77.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 19.59% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $1,461 | $5,246-72.2% | $4,859-69.9% | $4,754-69.3% |
| Participant deferral / active EE | $3,223 | $8,103-60.2% | $7,760-58.5% | $6,712-52.0% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |