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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,465 | $175,231-77.5% | $149,696-73.6% | $139,466-71.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 24.61% | 166.77%-142.2pp | 134.46%-109.8pp | 373.66%-349.1pp |
| Employer contribution / active EE | $9,909 | $5,478+80.9% | $4,821+105.6% | $4,754+108.4% |
| Participant deferral / active EE | $2,841 | $6,521-56.4% | $5,682-50.0% | $6,712-57.7% |
| Admin fee / account holder | $143 | $16,155-99.1% | $13,212-98.9% | $11,409-98.7% |