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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $159,934-70.8% | $147,005-68.3% | $145,959-68.1% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 11.39% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $3,736 | $5,287-29.3% | $4,934-24.3% | $4,661-19.8% |
| Participant deferral / active EE | $10,374 | $8,427+23.1% | $8,070+28.6% | $6,689+55.1% |
| Admin fee / account holder | $68 | $15,053-99.5% | $13,006-99.5% | $13,398-99.5% |