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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,087 | $183,539-84.2% | $155,556-81.3% | $145,897-80.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 17.87% | 61.31%-43.4pp | 64.84%-47.0pp | 552.29%-534.4pp |
| Employer contribution / active EE | $5,077 | $5,315-4.5% | $4,675+8.6% | $4,663+8.9% |
| Participant deferral / active EE | $2,694 | $6,467-58.3% | $5,631-52.1% | $6,689-59.7% |
| Admin fee / account holder | $96 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |