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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,036 | $100,073-76.0% | $85,126-71.8% | $145,877-83.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 8.60% | 84.11%-75.5pp | 66.63%-58.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $8,613 | $3,236+166.1% | $2,731+215.3% | $4,663+84.7% |
| Participant deferral / active EE | $14,349 | $5,294+171.0% | $4,523+217.2% | $6,691+114.5% |
| Admin fee / account holder | $283 | $7,261-96.1% | $6,160-95.4% | $13,402-97.9% |