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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,233 | $185,312-85.3% | $161,489-83.1% | $154,746-82.4% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 25.21% | 103.84%-78.6pp | 89.72%-64.5pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,340 | $4,769-50.9% | $4,268-45.2% | $4,379-46.6% |
| Participant deferral / active EE | $6,936 | $6,350+9.2% | $5,630+23.2% | $6,730+3.1% |
| Admin fee / account holder | $53 | $18,654-99.7% | $16,006-99.7% | $14,365-99.6% |