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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,896 | $165,399-86.2% | $149,745-84.7% | $158,982-85.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 25.53% | 348.34%-322.8pp | 276.72%-251.2pp | 302.99%-277.5pp |
| Employer contribution / active EE | $2,382 | $5,105-53.3% | $4,646-48.7% | $4,763-50.0% |
| Participant deferral / active EE | $5,630 | $7,183-21.6% | $6,843-17.7% | $5,983-5.9% |
| Admin fee / account holder | $2 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |