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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,726 | $176,105-84.3% | $159,474-82.6% | $167,536-83.5% |
| Participation rate | 85.7% | 85.0%+0.8pp | 82.8%+2.9pp | 82.1%+3.6pp |
| Annual return | 22.55% | 331.91%-309.4pp | 263.68%-241.1pp | 478.82%-456.3pp |
| Employer contribution / active EE | $2,912 | $5,299-45.0% | $4,831-39.7% | $4,839-39.8% |
| Participant deferral / active EE | $7,879 | $7,751+1.6% | $7,353+7.2% | $6,342+24.2% |
| Admin fee / account holder | $21 | $12,559-99.8% | $10,802-99.8% | $12,315-99.8% |