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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,888 | $165,381-77.7% | $149,730-75.4% | $158,966-76.8% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 37.89% | 348.29%-310.4pp | 276.70%-238.8pp | 302.95%-265.1pp |
| Employer contribution / active EE | $4,785 | $5,104-6.3% | $4,645+3.0% | $4,762+0.5% |
| Participant deferral / active EE | $8,341 | $7,182+16.1% | $6,843+21.9% | $5,983+39.4% |
| Admin fee / account holder | $154 | $10,809-98.6% | $9,310-98.3% | $11,250-98.6% |