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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,583 | $228,352-83.1% | $185,827-79.2% | $158,950-75.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 35.63% | 40.81%-5.2pp | 35.96%-0.3pp | 302.91%-267.3pp |
| Employer contribution / active EE | $5,542 | $4,967+11.6% | $4,087+35.6% | $4,762+16.4% |
| Participant deferral / active EE | $10,655 | $6,416+66.1% | $5,633+89.2% | $5,983+78.1% |
| Admin fee / account holder | $241 | $11,867-98.0% | $9,502-97.5% | $11,248-97.9% |