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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,719 | $165,381-85.7% | $149,730-84.2% | $158,966-85.1% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 32.69% | 348.29%-315.6pp | 276.70%-244.0pp | 302.95%-270.3pp |
| Employer contribution / active EE | $2,429 | $5,104-52.4% | $4,645-47.7% | $4,762-49.0% |
| Participant deferral / active EE | $7,041 | $7,182-2.0% | $6,843+2.9% | $5,983+17.7% |
| Admin fee / account holder | $270 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |