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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,040 | $148,623-83.2% | $135,974-81.6% | $139,466-82.0% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 20.95% | 79.30%-58.3pp | 68.30%-47.4pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,341 | $5,246-55.4% | $4,859-51.8% | $4,754-50.8% |
| Participant deferral / active EE | $4,729 | $8,103-41.6% | $7,760-39.1% | $6,712-29.5% |
| Admin fee / account holder | $138 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |