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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,404 | $148,623-80.2% | $135,974-78.4% | $139,466-78.9% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 34.23% | 79.30%-45.1pp | 68.30%-34.1pp | 373.66%-339.4pp |
| Employer contribution / active EE | $4,912 | $5,246-6.4% | $4,859+1.1% | $4,754+3.3% |
| Participant deferral / active EE | $13,599 | $8,103+67.8% | $7,760+75.2% | $6,712+102.6% |
| Admin fee / account holder | $43 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |