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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,835 | $217,432-79.8% | $185,851-76.4% | $167,553-73.8% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 16.90% | 148.43%-131.5pp | 122.11%-105.2pp | 478.89%-462.0pp |
| Employer contribution / active EE | $2,746 | $5,874-53.3% | $5,168-46.9% | $4,840-43.3% |
| Participant deferral / active EE | $7,440 | $6,357+17.0% | $5,569+33.6% | $6,343+17.3% |
| Admin fee / account holder | $234 | $19,820-98.8% | $16,245-98.6% | $12,316-98.1% |