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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,992 | $183,592-85.3% | $155,574-82.7% | $145,877-81.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 26.14% | 61.37%-35.2pp | 64.87%-38.7pp | 551.28%-525.1pp |
| Employer contribution / active EE | $3,321 | $5,317-37.5% | $4,676-29.0% | $4,663-28.8% |
| Participant deferral / active EE | $7,401 | $6,466+14.5% | $5,629+31.5% | $6,691+10.6% |
| Admin fee / account holder | $43 | $19,316-99.8% | $15,914-99.7% | $13,402-99.7% |