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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,005 | $183,539-84.7% | $155,556-82.0% | $145,897-80.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.11% | 61.31%-45.2pp | 64.84%-48.7pp | 552.29%-536.2pp |
| Employer contribution / active EE | $3,043 | $5,315-42.8% | $4,675-34.9% | $4,663-34.7% |
| Participant deferral / active EE | $3,567 | $6,467-44.8% | $5,631-36.7% | $6,689-46.7% |
| Admin fee / account holder | $126 | $19,275-99.3% | $15,885-99.2% | $13,390-99.1% |