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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,773 | $157,296-82.3% | $141,191-80.3% | $152,897-81.8% |
| Participation rate | 92.9% | 84.8%+8.0pp | 82.5%+10.4pp | 82.5%+10.4pp |
| Annual return | 31.86% | 64.34%-32.5pp | 71.41%-39.6pp | 345.43%-313.6pp |
| Employer contribution / active EE | $7,834 | $5,262+48.9% | $4,736+65.4% | $4,764+64.5% |
| Participant deferral / active EE | $7,139 | $7,111+0.4% | $6,710+6.4% | $5,851+22.0% |
| Admin fee / account holder | $17 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |