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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,748 | $169,161-78.9% | $129,295-72.4% | $145,959-75.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.6%+19.3pp | 80.3%+8.6pp |
| Annual return | 11.81% | 14348.07%-14336.3pp | 9429.28%-9417.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $2,089 | $5,543-62.3% | $4,157-49.7% | $4,661-55.2% |
| Participant deferral / active EE | $4,368 | $4,989-12.4% | $4,169+4.8% | $6,689-34.7% |
| Admin fee / account holder | $284 | $9,878-97.1% | $7,665-96.3% | $13,398-97.9% |