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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,819 | $217,427-82.6% | $185,837-79.6% | $167,518-77.4% |
| Participation rate | 84.6% | 86.0%-1.4pp | 81.7%+2.9pp | 82.1%+2.5pp |
| Annual return | 21.87% | 148.39%-126.5pp | 122.08%-100.2pp | 478.71%-456.8pp |
| Employer contribution / active EE | $3,638 | $5,874-38.1% | $5,168-29.6% | $4,838-24.8% |
| Participant deferral / active EE | $3,917 | $6,357-38.4% | $5,568-29.7% | $6,342-38.2% |
| Admin fee / account holder | $278 | $19,816-98.6% | $16,241-98.3% | $12,312-97.7% |