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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,940 | $165,399-83.1% | $149,745-81.3% | $158,982-82.4% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.61% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $3,176 | $5,105-37.8% | $4,646-31.6% | $4,763-33.3% |
| Participant deferral / active EE | $4,256 | $7,183-40.7% | $6,843-37.8% | $5,983-28.9% |
| Admin fee / account holder | $104 | $10,811-99.0% | $9,312-98.9% | $11,252-99.1% |