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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,904 | $157,304-84.2% | $141,197-82.4% | $152,909-83.7% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 34.23% | 64.34%-30.1pp | 71.41%-37.2pp | 345.46%-311.2pp |
| Employer contribution / active EE | $4,563 | $5,263-13.3% | $4,736-3.7% | $4,764-4.2% |
| Participant deferral / active EE | $7,692 | $7,111+8.2% | $6,710+14.6% | $5,851+31.5% |
| Admin fee / account holder | $39 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |