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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,882 | $148,629-83.3% | $135,982-81.7% | $139,487-82.2% |
| Participation rate | 85.7% | 83.9%+1.8pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 27.62% | 79.33%-51.7pp | 68.32%-40.7pp | 373.84%-346.2pp |
| Employer contribution / active EE | $1,962 | $5,247-62.6% | $4,859-59.6% | $4,755-58.7% |
| Participant deferral / active EE | $5,745 | $8,102-29.1% | $7,760-26.0% | $6,713-14.4% |
| Admin fee / account holder | $170 | $12,406-98.6% | $10,767-98.4% | $11,407-98.5% |