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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,622 | $183,539-85.5% | $155,556-82.9% | $145,897-81.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.33% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $5,614 | $5,315+5.6% | $4,675+20.1% | $4,663+20.4% |
| Participant deferral / active EE | $2,556 | $6,467-60.5% | $5,631-54.6% | $6,689-61.8% |
| Admin fee / account holder | $231 | $19,275-98.8% | $15,885-98.5% | $13,390-98.3% |