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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,783 | $183,539-82.7% | $155,556-79.6% | $145,897-78.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.46% | 61.31%-50.9pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $7,059 | $5,315+32.8% | $4,675+51.0% | $4,663+51.4% |
| Participant deferral / active EE | $4,101 | $6,467-36.6% | $5,631-27.2% | $6,689-38.7% |
| Admin fee / account holder | $2 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |