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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,215 | $159,934-83.6% | $147,005-82.2% | $145,959-82.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 28.88% | 98.24%-69.4pp | 418.76%-389.9pp | 561.95%-533.1pp |
| Employer contribution / active EE | $5,592 | $5,287+5.8% | $4,934+13.3% | $4,661+20.0% |
| Participant deferral / active EE | $9,329 | $8,427+10.7% | $8,070+15.6% | $6,689+39.5% |
| Admin fee / account holder | $39 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |