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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,038 | $183,592-83.6% | $155,574-80.7% | $145,877-79.4% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 98.25% | 61.37%+36.9pp | 64.87%+33.4pp | 551.28%-453.0pp |
| Employer contribution / active EE | $5,727 | $5,317+7.7% | $4,676+22.5% | $4,663+22.8% |
| Participant deferral / active EE | $4,017 | $6,466-37.9% | $5,629-28.6% | $6,691-40.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |