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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,404 | $176,105-78.2% | $159,474-75.9% | $167,536-77.1% |
| Participation rate | 87.5% | 85.0%+2.5pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 17.44% | 331.91%-314.5pp | 263.68%-246.2pp | 478.82%-461.4pp |
| Employer contribution / active EE | $3,204 | $5,299-39.5% | $4,831-33.7% | $4,839-33.8% |
| Participant deferral / active EE | $8,145 | $7,751+5.1% | $7,353+10.8% | $6,342+28.4% |
| Admin fee / account holder | $191 | $12,559-98.5% | $10,802-98.2% | $12,315-98.4% |