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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,806 | $175,259-73.9% | $149,723-69.4% | $139,487-67.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.47% | 166.82%-136.4pp | 134.50%-104.0pp | 373.84%-343.4pp |
| Employer contribution / active EE | $3,456 | $5,478-36.9% | $4,821-28.3% | $4,755-27.3% |
| Participant deferral / active EE | $8,394 | $6,522+28.7% | $5,682+47.7% | $6,713+25.1% |
| Admin fee / account holder | $163 | $16,158-99.0% | $13,215-98.8% | $11,407-98.6% |