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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,099 | $107,941-76.7% | $91,994-72.7% | $152,897-83.6% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.5%+6.4pp |
| Annual return | 36.12% | 89.28%-53.2pp | 69.04%-32.9pp | 345.43%-309.3pp |
| Employer contribution / active EE | $2,037 | $4,212-51.6% | $3,453-41.0% | $4,764-57.2% |
| Participant deferral / active EE | $6,675 | $6,366+4.9% | $5,924+12.7% | $5,851+14.1% |
| Admin fee / account holder | $11 | $10,521-99.9% | $7,744-99.9% | $11,599-99.9% |