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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,612 | $183,516-83.9% | $155,534-81.0% | $145,884-79.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 13.02% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $3,725 | $5,315-29.9% | $4,675-20.3% | $4,662-20.1% |
| Participant deferral / active EE | $8,018 | $6,467+24.0% | $5,630+42.4% | $6,690+19.9% |
| Admin fee / account holder | $31 | $19,293-99.8% | $15,900-99.8% | $13,392-99.8% |