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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,612 | $183,592-83.9% | $155,567-81.0% | $145,959-79.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $3,725 | $5,315-29.9% | $4,674-20.3% | $4,661-20.1% |
| Participant deferral / active EE | $8,018 | $6,464+24.0% | $5,628+42.5% | $6,689+19.9% |
| Admin fee / account holder | $31 | $19,318-99.8% | $15,916-99.8% | $13,398-99.8% |