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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,406 | $148,623-82.2% | $135,974-80.6% | $139,466-81.1% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 20.75% | 79.30%-58.6pp | 68.30%-47.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $2,885 | $5,246-45.0% | $4,859-40.6% | $4,754-39.3% |
| Participant deferral / active EE | $3,651 | $8,103-54.9% | $7,760-53.0% | $6,712-45.6% |
| Admin fee / account holder | $74 | $12,406-99.4% | $10,767-99.3% | $11,409-99.4% |