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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,479 | $183,539-76.3% | $155,556-72.0% | $145,897-70.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.65% | 61.31%-47.7pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $7,071 | $5,315+33.0% | $4,675+51.2% | $4,663+51.7% |
| Participant deferral / active EE | $7,718 | $6,467+19.4% | $5,631+37.1% | $6,689+15.4% |
| Admin fee / account holder | $139 | $19,275-99.3% | $15,885-99.1% | $13,390-99.0% |