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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,389 | $124,213-85.2% | $118,106-84.4% | $154,746-88.1% |
| Participation rate | 93.3% | 83.6%+9.7pp | 81.9%+11.5pp | 80.7%+12.6pp |
| Annual return | 58.46% | 18.29%+40.2pp | 19.44%+39.0pp | 172.34%-113.9pp |
| Employer contribution / active EE | $3,069 | $4,905-37.4% | $4,698-34.7% | $4,379-29.9% |
| Participant deferral / active EE | $6,166 | $6,859-10.1% | $6,619-6.8% | $6,730-8.4% |
| Admin fee / account holder | $48 | $9,627-99.5% | $8,973-99.5% | $14,365-99.7% |