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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,640 | $202,440-86.3% | $169,390-83.7% | $139,466-80.2% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 22.44% | 532.36%-509.9pp | 406.07%-383.6pp | 373.66%-351.2pp |
| Employer contribution / active EE | $1,827 | $4,693-61.1% | $4,013-54.5% | $4,754-61.6% |
| Participant deferral / active EE | $5,216 | $6,940-24.8% | $6,222-16.2% | $6,712-22.3% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |