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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,257 | $106,524-72.5% | $152,301-80.8% | $87,485-66.6% |
| Participation rate | 86.1% | 75.8%+10.4pp | 82.4%+3.7pp | 68.9%+17.2pp |
| Annual return | 95.33% | 26.89%+68.4pp | 80.50%+14.8pp | 26.06%+69.3pp |
| Employer contribution / active EE | $3,359 | $3,371-0.4% | $4,624-27.4% | $2,596+29.4% |
| Participant deferral / active EE | $6,846 | $6,525+4.9% | $8,004-14.5% | $4,274+60.2% |
| Admin fee / account holder | $108 | $8,287-98.7% | $14,398-99.3% | $7,775-98.6% |