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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,512 | $183,539-84.5% | $155,556-81.7% | $145,897-80.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.66% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $3,241 | $5,315-39.0% | $4,675-30.7% | $4,663-30.5% |
| Participant deferral / active EE | $4,036 | $6,467-37.6% | $5,631-28.3% | $6,689-39.7% |
| Admin fee / account holder | $189 | $19,275-99.0% | $15,885-98.8% | $13,390-98.6% |