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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,108 | $175,231-77.7% | $149,696-73.9% | $139,466-72.0% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 17.86% | 166.77%-148.9pp | 134.46%-116.6pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,331 | $5,478-57.4% | $4,821-51.6% | $4,754-51.0% |
| Participant deferral / active EE | $7,691 | $6,521+17.9% | $5,682+35.4% | $6,712+14.6% |
| Admin fee / account holder | $295 | $16,155-98.2% | $13,212-97.8% | $11,409-97.4% |