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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,345 | $198,457-80.7% | $170,435-77.5% | $147,586-74.0% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 17.45% | 257.30%-239.9pp | 205.94%-188.5pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,908 | $6,183-69.1% | $5,432-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $3,727 | $5,629-33.8% | $4,939-24.5% | $5,439-31.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |