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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,382 | $183,516-78.5% | $155,534-74.7% | $145,884-73.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.22% | 61.43%-51.2pp | 64.92%-54.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $3,273 | $5,315-38.4% | $4,675-30.0% | $4,662-29.8% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,630+116.7% | $6,690+82.4% |
| Admin fee / account holder | $299 | $19,293-98.5% | $15,900-98.1% | $13,392-97.8% |