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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,005 | $183,516-84.7% | $155,534-82.0% | $145,884-80.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 16.11% | 61.43%-45.3pp | 64.92%-48.8pp | 551.85%-535.7pp |
| Employer contribution / active EE | $3,043 | $5,315-42.8% | $4,675-34.9% | $4,662-34.7% |
| Participant deferral / active EE | $3,567 | $6,467-44.8% | $5,630-36.6% | $6,690-46.7% |
| Admin fee / account holder | $126 | $19,293-99.3% | $15,900-99.2% | $13,392-99.1% |