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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,836 | $176,105-81.4% | $159,474-79.4% | $167,536-80.4% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 19.73% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $4,501 | $5,299-15.1% | $4,831-6.8% | $4,839-7.0% |
| Participant deferral / active EE | $10,623 | $7,751+37.0% | $7,353+44.5% | $6,342+67.5% |
| Admin fee / account holder | $61 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |