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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,783 | $183,592-82.7% | $155,574-79.6% | $145,877-78.2% |
| Participation rate | 70.6% | 82.7%-12.1pp | 78.2%-7.6pp | 80.3%-9.7pp |
| Annual return | 10.46% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $7,059 | $5,317+32.8% | $4,676+51.0% | $4,663+51.4% |
| Participant deferral / active EE | $4,101 | $6,466-36.6% | $5,629-27.1% | $6,691-38.7% |
| Admin fee / account holder | $2 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |