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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,512 | $183,592-84.5% | $155,574-81.7% | $145,877-80.5% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.66% | 61.37%-48.7pp | 64.87%-52.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,241 | $5,317-39.0% | $4,676-30.7% | $4,663-30.5% |
| Participant deferral / active EE | $4,036 | $6,466-37.6% | $5,629-28.3% | $6,691-39.7% |
| Admin fee / account holder | $189 | $19,316-99.0% | $15,914-98.8% | $13,402-98.6% |