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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,562 | $160,040-76.5% | $147,096-74.5% | $145,877-74.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 16.37% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $3,140 | $5,289-40.6% | $4,936-36.4% | $4,663-32.7% |
| Participant deferral / active EE | $10,438 | $8,429+23.8% | $8,071+29.3% | $6,691+56.0% |
| Admin fee / account holder | $144 | $15,050-99.0% | $13,005-98.9% | $13,402-98.9% |