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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,913 | $209,425-68.0% | $178,499-62.5% | $158,966-57.9% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 22.12% | 188.80%-166.7pp | 151.10%-129.0pp | 302.95%-280.8pp |
| Employer contribution / active EE | $3,991 | $5,707-30.1% | $5,011-20.4% | $4,762-16.2% |
| Participant deferral / active EE | $10,856 | $5,955+82.3% | $5,202+108.7% | $5,983+81.4% |
| Admin fee / account holder | $39 | $17,078-99.8% | $13,986-99.7% | $11,250-99.7% |