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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,238 | $183,592-86.8% | $155,567-84.4% | $145,959-83.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.61% | 61.24%-46.6pp | 64.74%-50.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,411 | $5,315-54.6% | $4,674-48.4% | $4,661-48.3% |
| Participant deferral / active EE | $8,789 | $6,464+36.0% | $5,628+56.2% | $6,689+31.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |