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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,737 | $172,111-88.0% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 39.72% | 69.37%-29.7pp | 62.79%-23.1pp | 220.34%-180.6pp |
| Employer contribution / active EE | $2,628 | $4,636-43.3% | $4,154-36.7% | $4,156-36.8% |
| Participant deferral / active EE | $8,493 | $6,166+37.8% | $5,453+55.8% | $6,407+32.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |