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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,703 | $209,336-87.2% | $197,124-86.5% | $137,256-80.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 31.69% | 48.09%-16.4pp | 44.34%-12.7pp | 220.34%-188.7pp |
| Employer contribution / active EE | $3,340 | $6,591-49.3% | $6,227-46.4% | $4,156-19.6% |
| Participant deferral / active EE | $9,088 | $9,614-5.5% | $9,135-0.5% | $6,407+41.8% |
| Admin fee / account holder | $214 | $17,308-98.8% | $16,298-98.7% | $12,270-98.3% |