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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,657 | $165,399-83.9% | $149,745-82.2% | $158,982-83.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 22.08% | 348.34%-326.3pp | 276.72%-254.6pp | 302.99%-280.9pp |
| Employer contribution / active EE | $3,331 | $5,105-34.7% | $4,646-28.3% | $4,763-30.1% |
| Participant deferral / active EE | $4,098 | $7,183-42.9% | $6,843-40.1% | $5,983-31.5% |
| Admin fee / account holder | $7 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |