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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,340 | $183,592-80.2% | $155,574-76.6% | $145,877-75.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 33.11% | 61.37%-28.3pp | 64.87%-31.8pp | 551.28%-518.2pp |
| Employer contribution / active EE | $9,447 | $5,317+77.7% | $4,676+102.0% | $4,663+102.6% |
| Participant deferral / active EE | $5,507 | $6,466-14.8% | $5,629-2.2% | $6,691-17.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |