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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,404 | $185,883-85.8% | $170,043-84.5% | $139,466-81.1% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 31.40% | 60.54%-29.1pp | 53.40%-22.0pp | 373.66%-342.3pp |
| Employer contribution / active EE | $3,032 | $7,596-60.1% | $6,790-55.3% | $4,754-36.2% |
| Participant deferral / active EE | $8,499 | $11,626-26.9% | $10,410-18.4% | $6,712+26.6% |
| Admin fee / account holder | $135 | $15,393-99.1% | $12,824-98.9% | $11,409-98.8% |