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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,384 | $142,426-80.1% | $115,167-75.4% | $152,909-81.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 21.99% | 41.48%-19.5pp | 35.60%-13.6pp | 345.46%-323.5pp |
| Employer contribution / active EE | $9,118 | $4,011+127.4% | $3,179+186.8% | $4,764+91.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $9 | $8,464-99.9% | $7,089-99.9% | $11,601-99.9% |