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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,346 | $148,629-77.6% | $135,982-75.5% | $139,487-76.1% |
| Participation rate | 79.2% | 83.9%-4.7pp | 81.9%-2.8pp | 80.3%-1.2pp |
| Annual return | 86.22% | 79.33%+6.9pp | 68.32%+17.9pp | 373.84%-287.6pp |
| Employer contribution / active EE | $2,874 | $5,247-45.2% | $4,859-40.9% | $4,755-39.6% |
| Participant deferral / active EE | $7,520 | $8,102-7.2% | $7,760-3.1% | $6,713+12.0% |
| Admin fee / account holder | $21 | $12,406-99.8% | $10,767-99.8% | $11,407-99.8% |