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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,669 | $166,242-77.3% | $165,071-77.2% | $145,884-74.2% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 13.80% | 100.44%-86.6pp | 70.17%-56.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $3,552 | $5,283-32.8% | $4,347-18.3% | $4,662-23.8% |
| Participant deferral / active EE | $4,919 | $6,964-29.4% | $6,035-18.5% | $6,690-26.5% |
| Admin fee / account holder | $205 | $16,658-98.8% | $12,695-98.4% | $13,392-98.5% |