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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,562 | $159,934-76.5% | $147,005-74.4% | $145,959-74.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 16.37% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $3,140 | $5,287-40.6% | $4,934-36.4% | $4,661-32.6% |
| Participant deferral / active EE | $10,438 | $8,427+23.9% | $8,070+29.3% | $6,689+56.1% |
| Admin fee / account holder | $144 | $15,053-99.0% | $13,006-98.9% | $13,398-98.9% |