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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,588 | $157,304-84.4% | $141,197-82.6% | $152,909-83.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 32.66% | 64.34%-31.7pp | 71.41%-38.7pp | 345.46%-312.8pp |
| Employer contribution / active EE | $2,768 | $5,263-47.4% | $4,736-41.6% | $4,764-41.9% |
| Participant deferral / active EE | $8,735 | $7,111+22.8% | $6,710+30.2% | $5,851+49.3% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |