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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,088 | $159,978-84.3% | $147,041-82.9% | $145,978-82.8% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 15.20% | 98.36%-83.2pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,115 | $5,288-60.0% | $4,935-57.1% | $4,662-54.6% |
| Participant deferral / active EE | $8,021 | $8,429-4.8% | $8,071-0.6% | $6,690+19.9% |
| Admin fee / account holder | $38 | $15,053-99.7% | $13,006-99.7% | $13,400-99.7% |