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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,852 | $115,917-74.2% | $100,535-70.3% | $158,982-81.2% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.7pp |
| Annual return | 19.10% | 34.80%-15.7pp | 30.90%-11.8pp | 302.99%-283.9pp |
| Employer contribution / active EE | $7,598 | $4,105+85.1% | $3,419+122.2% | $4,763+59.5% |
| Participant deferral / active EE | $3,921 | $6,677-41.3% | $6,271-37.5% | $5,983-34.5% |
| Admin fee / account holder | $226 | $11,002-97.9% | $8,085-97.2% | $11,252-98.0% |