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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,194 | $106,280-85.7% | $96,538-84.3% | $139,487-89.1% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 46.27% | 38.48%+7.8pp | 35.74%+10.5pp | 373.84%-327.6pp |
| Employer contribution / active EE | $2,674 | $4,107-34.9% | $3,740-28.5% | $4,755-43.8% |
| Participant deferral / active EE | $5,345 | $5,457-2.0% | $4,880+9.5% | $6,713-20.4% |
| Admin fee / account holder | $19 | $7,888-99.8% | $6,737-99.7% | $11,407-99.8% |