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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,479 | $183,592-76.3% | $155,574-72.1% | $145,877-70.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 13.65% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $7,071 | $5,317+33.0% | $4,676+51.2% | $4,663+51.6% |
| Participant deferral / active EE | $7,718 | $6,466+19.4% | $5,629+37.1% | $6,691+15.4% |
| Admin fee / account holder | $139 | $19,316-99.3% | $15,914-99.1% | $13,402-99.0% |