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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,202 | $165,381-84.2% | $149,730-82.5% | $158,966-83.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 35.10% | 348.29%-313.2pp | 276.70%-241.6pp | 302.95%-267.9pp |
| Employer contribution / active EE | $2,496 | $5,104-51.1% | $4,645-46.3% | $4,762-47.6% |
| Participant deferral / active EE | $7,281 | $7,182+1.4% | $6,843+6.4% | $5,983+21.7% |
| Admin fee / account holder | $92 | $10,809-99.2% | $9,310-99.0% | $11,250-99.2% |