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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,086 | $183,539-83.6% | $155,556-80.7% | $145,897-79.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.41% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,421 | $5,315-35.6% | $4,675-26.8% | $4,663-26.6% |
| Participant deferral / active EE | $4,803 | $6,467-25.7% | $5,631-14.7% | $6,689-28.2% |
| Admin fee / account holder | $176 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |