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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,618 | $176,105-79.2% | $159,474-77.0% | $167,536-78.1% |
| Participation rate | 92.3% | 85.0%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 20.10% | 331.91%-311.8pp | 263.68%-243.6pp | 478.82%-458.7pp |
| Employer contribution / active EE | $4,279 | $5,299-19.2% | $4,831-11.4% | $4,839-11.6% |
| Participant deferral / active EE | $9,220 | $7,751+18.9% | $7,353+25.4% | $6,342+45.4% |
| Admin fee / account holder | $65 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |