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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,916 | $172,111-83.2% | $150,298-80.8% | $137,256-78.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 27.78% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $3,033 | $4,636-34.6% | $4,154-27.0% | $4,156-27.0% |
| Participant deferral / active EE | $7,750 | $6,166+25.7% | $5,453+42.1% | $6,407+21.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |