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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,257 | $157,304-83.9% | $141,197-82.1% | $152,909-83.5% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 32.98% | 64.34%-31.4pp | 71.41%-38.4pp | 345.46%-312.5pp |
| Employer contribution / active EE | $4,356 | $5,263-17.2% | $4,736-8.0% | $4,764-8.6% |
| Participant deferral / active EE | $7,533 | $7,111+5.9% | $6,710+12.3% | $5,851+28.7% |
| Admin fee / account holder | $115 | $12,126-99.1% | $10,265-98.9% | $11,601-99.0% |