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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,172 | $185,312-81.0% | $161,489-78.2% | $154,746-77.3% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 37.71% | 103.84%-66.1pp | 89.72%-52.0pp | 172.34%-134.6pp |
| Employer contribution / active EE | $3,231 | $4,769-32.3% | $4,268-24.3% | $4,379-26.2% |
| Participant deferral / active EE | $8,648 | $6,350+36.2% | $5,630+53.6% | $6,730+28.5% |
| Admin fee / account holder | $198 | $18,654-98.9% | $16,006-98.8% | $14,365-98.6% |