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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,607 | $138,072-85.1% | $123,549-83.3% | $135,382-84.8% |
| Participation rate | 82.4% | 84.7%-2.4pp | 82.3%+0.1pp | 82.6%-0.3pp |
| Annual return | 11.99% | 153.69%-141.7pp | 119.20%-107.2pp | 519.77%-507.8pp |
| Employer contribution / active EE | $3,101 | $5,152-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $7,270 | $6,799+6.9% | $6,426+13.1% | $5,609+29.6% |
| Admin fee / account holder | $39 | $10,917-99.6% | $9,284-99.6% | $10,829-99.6% |