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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,457 | $232,540-88.6% | $185,117-85.7% | $147,586-82.1% |
| Participation rate | 78.9% | 82.4%-3.4pp | 77.3%+1.7pp | 82.8%-3.9pp |
| Annual return | 26.18% | 43.03%-16.8pp | 40.50%-14.3pp | 578.59%-552.4pp |
| Employer contribution / active EE | $8,421 | $5,195+62.1% | $4,182+101.4% | $4,876+72.7% |
| Participant deferral / active EE | $4,805 | $5,834-17.6% | $5,045-4.7% | $5,439-11.6% |
| Admin fee / account holder | $260 | $10,275-97.5% | $8,159-96.8% | $10,886-97.6% |