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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,648 | $183,516-80.0% | $155,534-76.4% | $145,884-74.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 25.46% | 61.43%-36.0pp | 64.92%-39.5pp | 551.85%-526.4pp |
| Employer contribution / active EE | $1,754 | $5,315-67.0% | $4,675-62.5% | $4,662-62.4% |
| Participant deferral / active EE | $6,142 | $6,467-5.0% | $5,630+9.1% | $6,690-8.2% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |