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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,288 | $106,267-72.4% | $96,520-69.7% | $139,456-79.0% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 28.57% | 38.45%-9.9pp | 35.72%-7.1pp | 373.45%-344.9pp |
| Employer contribution / active EE | $3,784 | $4,105-7.8% | $3,739+1.2% | $4,753-20.4% |
| Participant deferral / active EE | $9,007 | $5,454+65.1% | $4,879+84.6% | $6,711+34.2% |
| Admin fee / account holder | $18 | $7,882-99.8% | $6,733-99.7% | $11,407-99.8% |