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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,590 | $148,623-78.7% | $135,974-76.8% | $139,466-77.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 15.75% | 79.30%-63.5pp | 68.30%-52.6pp | 373.66%-357.9pp |
| Employer contribution / active EE | $2,162 | $5,246-58.8% | $4,859-55.5% | $4,754-54.5% |
| Participant deferral / active EE | $6,847 | $8,103-15.5% | $7,760-11.8% | $6,712+2.0% |
| Admin fee / account holder | $122 | $12,406-99.0% | $10,767-98.9% | $11,409-98.9% |