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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,524 | $148,582-79.5% | $135,942-77.5% | $139,456-78.1% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 29.55% | 79.26%-49.7pp | 68.28%-38.7pp | 373.45%-343.9pp |
| Employer contribution / active EE | $3,730 | $5,245-28.9% | $4,858-23.2% | $4,753-21.5% |
| Participant deferral / active EE | $10,181 | $8,101+25.7% | $7,759+31.2% | $6,711+51.7% |
| Admin fee / account holder | $41 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |