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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,272 | $148,623-81.6% | $135,974-79.9% | $139,466-80.4% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.58% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.1pp |
| Employer contribution / active EE | $1,272 | $5,246-75.8% | $4,859-73.8% | $4,754-73.2% |
| Participant deferral / active EE | $8,203 | $8,103+1.2% | $7,760+5.7% | $6,712+22.2% |
| Admin fee / account holder | $18 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |