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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,690 | $157,304-81.8% | $141,197-79.7% | $152,909-81.2% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 36.23% | 64.34%-28.1pp | 71.41%-35.2pp | 345.46%-309.2pp |
| Employer contribution / active EE | $5,426 | $5,263+3.1% | $4,736+14.6% | $4,764+13.9% |
| Participant deferral / active EE | $5,373 | $7,111-24.4% | $6,710-19.9% | $5,851-8.2% |
| Admin fee / account holder | $2 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |