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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,206 | $108,922-74.1% | $100,398-71.9% | $145,978-80.7% |
| Participation rate | 94.1% | 83.0%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 22.94% | 58.04%-35.1pp | 49.32%-26.4pp | 550.52%-527.6pp |
| Employer contribution / active EE | $4,135 | $4,426-6.6% | $3,946+4.8% | $4,662-11.3% |
| Participant deferral / active EE | $9,323 | $8,450+10.3% | $8,084+15.3% | $6,690+39.4% |
| Admin fee / account holder | $19 | $9,680-99.8% | $7,893-99.8% | $13,400-99.9% |