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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,756 | $160,040-84.5% | $147,096-83.2% | $145,877-83.0% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 17.04% | 98.49%-81.5pp | 419.75%-402.7pp | 551.28%-534.2pp |
| Employer contribution / active EE | $4,851 | $5,289-8.3% | $4,936-1.7% | $4,663+4.0% |
| Participant deferral / active EE | $5,975 | $8,429-29.1% | $8,071-26.0% | $6,691-10.7% |
| Admin fee / account holder | $91 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |