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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,806 | $175,212-73.9% | $149,682-69.4% | $139,427-67.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 30.47% | 166.63%-136.2pp | 134.35%-103.9pp | 373.27%-342.8pp |
| Employer contribution / active EE | $3,456 | $5,475-36.9% | $4,818-28.3% | $4,752-27.3% |
| Participant deferral / active EE | $8,394 | $6,520+28.8% | $5,681+47.8% | $6,711+25.1% |
| Admin fee / account holder | $163 | $16,150-99.0% | $13,210-98.8% | $11,404-98.6% |