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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,993 | $198,457-80.4% | $170,435-77.1% | $147,586-73.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 20.75% | 257.30%-236.6pp | 205.94%-185.2pp | 578.59%-557.8pp |
| Employer contribution / active EE | $3,949 | $6,183-36.1% | $5,432-27.3% | $4,876-19.0% |
| Participant deferral / active EE | $7,335 | $5,629+30.3% | $4,939+48.5% | $5,439+34.9% |
| Admin fee / account holder | $173 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |