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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,726 | $132,099-75.2% | $115,599-71.7% | $138,895-76.4% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.3%+17.4pp | 79.9%+11.7pp |
| Annual return | 18.89% | 176.76%-157.9pp | 111.10%-92.2pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,163 | $3,416-7.4% | $2,955+7.0% | $4,194-24.6% |
| Participant deferral / active EE | $6,406 | $5,617+14.0% | $4,889+31.0% | $6,396+0.2% |
| Admin fee / account holder | $275 | $15,650-98.2% | $12,841-97.9% | $12,562-97.8% |