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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,715 | $183,539-84.9% | $155,556-82.2% | $145,897-81.0% |
| Participation rate | 95.8% | 82.7%+13.1pp | 78.2%+17.6pp | 80.3%+15.5pp |
| Annual return | 13.67% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,211 | $5,315-77.2% | $4,675-74.1% | $4,663-74.0% |
| Participant deferral / active EE | $2,153 | $6,467-66.7% | $5,631-61.8% | $6,689-67.8% |
| Admin fee / account holder | $21 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |