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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,382 | $183,627-86.7% | $155,602-84.3% | $145,978-83.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 10.20% | 61.32%-51.1pp | 64.81%-54.6pp | 550.52%-540.3pp |
| Employer contribution / active EE | $1,272 | $5,316-76.1% | $4,675-72.8% | $4,662-72.7% |
| Participant deferral / active EE | $2,172 | $6,466-66.4% | $5,629-61.4% | $6,690-67.5% |
| Admin fee / account holder | $299 | $19,327-98.5% | $15,923-98.1% | $13,400-97.8% |