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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,852 | $183,516-76.6% | $155,534-72.4% | $145,884-70.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 16.40% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $19,324 | $5,315+263.6% | $4,675+313.4% | $4,662+314.5% |
| Participant deferral / active EE | $6,215 | $6,467-3.9% | $5,630+10.4% | $6,690-7.1% |
| Admin fee / account holder | $196 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |