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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,612 | $183,539-83.9% | $155,556-81.0% | $145,897-79.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $3,725 | $5,315-29.9% | $4,675-20.3% | $4,663-20.1% |
| Participant deferral / active EE | $8,018 | $6,467+24.0% | $5,631+42.4% | $6,689+19.9% |
| Admin fee / account holder | $31 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |