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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $106,923-75.3% | $84,023-68.5% | $152,909-82.7% |
| Participation rate | 75.0% | 75.3%-0.3pp | 69.0%+6.0pp | 82.5%-7.5pp |
| Annual return | 28.41% | 105.02%-76.6pp | 71.32%-42.9pp | 345.46%-317.1pp |
| Employer contribution / active EE | $2,688 | $2,735-1.7% | $1,984+35.5% | $4,764-43.6% |
| Participant deferral / active EE | $6,860 | $4,013+71.0% | $3,239+111.8% | $5,851+17.2% |
| Admin fee / account holder | $30 | $8,289-99.6% | $6,102-99.5% | $11,601-99.7% |