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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,114 | $202,342-82.2% | $172,753-79.1% | $152,909-76.4% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 14.16% | 1029.88%-1015.7pp | 803.00%-788.8pp | 345.46%-331.3pp |
| Employer contribution / active EE | $2,587 | $5,857-55.8% | $5,144-49.7% | $4,764-45.7% |
| Participant deferral / active EE | $7,889 | $5,948+32.6% | $5,198+51.8% | $5,851+34.8% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |