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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,977 | $165,399-80.7% | $149,745-78.6% | $158,982-79.9% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 24.66% | 348.34%-323.7pp | 276.72%-252.1pp | 302.99%-278.3pp |
| Employer contribution / active EE | $6,967 | $5,105+36.5% | $4,646+50.0% | $4,763+46.3% |
| Participant deferral / active EE | $7,260 | $7,183+1.1% | $6,843+6.1% | $5,983+21.3% |
| Admin fee / account holder | $78 | $10,811-99.3% | $9,312-99.2% | $11,252-99.3% |