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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,280 | $157,304-82.7% | $141,197-80.7% | $152,909-82.2% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 16.48% | 64.34%-47.9pp | 71.41%-54.9pp | 345.46%-329.0pp |
| Employer contribution / active EE | $4,216 | $5,263-19.9% | $4,736-11.0% | $4,764-11.5% |
| Participant deferral / active EE | $8,416 | $7,111+18.4% | $6,710+25.4% | $5,851+43.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |