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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,903 | $100,139-73.1% | $85,187-68.4% | $145,884-81.6% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 11.28% | 84.15%-72.9pp | 66.67%-55.4pp | 551.85%-540.6pp |
| Employer contribution / active EE | $4,419 | $3,238+36.5% | $2,732+61.7% | $4,662-5.2% |
| Participant deferral / active EE | $6,018 | $5,296+13.6% | $4,525+33.0% | $6,690-10.0% |
| Admin fee / account holder | $212 | $7,262-97.1% | $6,162-96.6% | $13,392-98.4% |