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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,223 | $227,399-81.4% | $189,758-77.7% | $198,609-78.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 21.87% | 61.03%-39.2pp | 52.62%-30.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $3,818 | $5,526-30.9% | $4,767-19.9% | $5,055-24.5% |
| Participant deferral / active EE | $5,960 | $6,837-12.8% | $5,856+1.8% | $6,977-14.6% |
| Admin fee / account holder | $97 | $25,162-99.6% | $20,388-99.5% | $19,030-99.5% |