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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,494 | $148,582-83.5% | $135,942-82.0% | $139,456-82.4% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 35.43% | 79.26%-43.8pp | 68.28%-32.8pp | 373.45%-338.0pp |
| Employer contribution / active EE | $1,999 | $5,245-61.9% | $4,858-58.8% | $4,753-57.9% |
| Participant deferral / active EE | $9,583 | $8,101+18.3% | $7,759+23.5% | $6,711+42.8% |
| Admin fee / account holder | $18 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |