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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,455 | $183,516-87.8% | $155,534-85.6% | $145,884-84.6% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.37% | 61.43%-48.1pp | 64.92%-51.5pp | 551.85%-538.5pp |
| Employer contribution / active EE | $3,802 | $5,315-28.5% | $4,675-18.7% | $4,662-18.5% |
| Participant deferral / active EE | $9,983 | $6,467+54.4% | $5,630+77.3% | $6,690+49.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |