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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,388 | $185,905-82.0% | $170,057-80.4% | $139,487-76.1% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | 20.55% | 60.56%-40.0pp | 53.42%-32.9pp | 373.84%-353.3pp |
| Employer contribution / active EE | $2,305 | $7,597-69.7% | $6,790-66.1% | $4,755-51.5% |
| Participant deferral / active EE | $5,100 | $11,627-56.1% | $10,411-51.0% | $6,713-24.0% |
| Admin fee / account holder | $25 | $15,397-99.8% | $12,826-99.8% | $11,407-99.8% |