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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,172 | $175,231-63.9% | $149,696-57.8% | $139,466-54.7% |
| Participation rate | 88.2% | 83.4%+4.8pp | 78.8%+9.5pp | 80.3%+7.9pp |
| Annual return | 32.41% | 166.77%-134.4pp | 134.46%-102.0pp | 373.66%-341.3pp |
| Employer contribution / active EE | $1,874 | $5,478-65.8% | $4,821-61.1% | $4,754-60.6% |
| Participant deferral / active EE | $6,804 | $6,521+4.3% | $5,682+19.7% | $6,712+1.4% |
| Admin fee / account holder | $185 | $16,155-98.9% | $13,212-98.6% | $11,409-98.4% |