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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,622 | $183,627-85.5% | $155,602-82.9% | $145,978-81.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.33% | 61.32%-50.0pp | 64.81%-53.5pp | 550.52%-539.2pp |
| Employer contribution / active EE | $5,614 | $5,316+5.6% | $4,675+20.1% | $4,662+20.4% |
| Participant deferral / active EE | $2,556 | $6,466-60.5% | $5,629-54.6% | $6,690-61.8% |
| Admin fee / account holder | $231 | $19,327-98.8% | $15,923-98.6% | $13,400-98.3% |