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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,356 | $183,592-85.6% | $155,574-83.1% | $145,877-81.9% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.2pp | 80.3%+15.2pp |
| Annual return | 13.46% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $5,564 | $5,317+4.7% | $4,676+19.0% | $4,663+19.3% |
| Participant deferral / active EE | $3,697 | $6,466-42.8% | $5,629-34.3% | $6,691-44.7% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |