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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,072 | $165,381-83.6% | $149,730-81.9% | $158,966-83.0% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 44.02% | 348.29%-304.3pp | 276.70%-232.7pp | 302.95%-258.9pp |
| Employer contribution / active EE | $3,521 | $5,104-31.0% | $4,645-24.2% | $4,762-26.1% |
| Participant deferral / active EE | $10,609 | $7,182+47.7% | $6,843+55.0% | $5,983+77.3% |
| Admin fee / account holder | $236 | $10,809-97.8% | $9,310-97.5% | $11,250-97.9% |