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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,938 | $165,361-83.7% | $149,715-82.0% | $158,950-83.1% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 29.79% | 348.24%-318.4pp | 276.66%-246.9pp | 302.91%-273.1pp |
| Employer contribution / active EE | $7,396 | $5,103+44.9% | $4,645+59.2% | $4,762+55.3% |
| Participant deferral / active EE | $4,901 | $7,182-31.8% | $6,842-28.4% | $5,983-18.1% |
| Admin fee / account holder | $266 | $10,808-97.5% | $9,310-97.1% | $11,248-97.6% |