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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,961 | $183,516-82.0% | $155,534-78.8% | $145,884-77.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $5,909 | $5,315+11.2% | $4,675+26.4% | $4,662+26.7% |
| Participant deferral / active EE | $5,229 | $6,467-19.1% | $5,630-7.1% | $6,690-21.8% |
| Admin fee / account holder | $173 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |