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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,437 | $106,894-75.3% | $84,016-68.5% | $152,870-82.7% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 28.41% | 104.99%-76.6pp | 71.31%-42.9pp | 345.34%-316.9pp |
| Employer contribution / active EE | $2,688 | $2,734-1.7% | $1,983+35.5% | $4,763-43.6% |
| Participant deferral / active EE | $6,860 | $4,011+71.0% | $3,239+111.8% | $5,850+17.3% |
| Admin fee / account holder | $30 | $8,286-99.6% | $6,101-99.5% | $11,597-99.7% |