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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,648 | $183,592-80.0% | $155,574-76.4% | $145,877-74.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 25.46% | 61.37%-35.9pp | 64.87%-39.4pp | 551.28%-525.8pp |
| Employer contribution / active EE | $1,754 | $5,317-67.0% | $4,676-62.5% | $4,663-62.4% |
| Participant deferral / active EE | $6,142 | $6,466-5.0% | $5,629+9.1% | $6,691-8.2% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |