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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,488 | $160,028-73.4% | $147,080-71.1% | $145,884-70.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 32.56% | 98.60%-66.0pp | 420.17%-387.6pp | 551.85%-519.3pp |
| Employer contribution / active EE | $11,178 | $5,286+111.5% | $4,933+126.6% | $4,662+139.7% |
| Participant deferral / active EE | $7,946 | $8,422-5.7% | $8,066-1.5% | $6,690+18.8% |
| Admin fee / account holder | $192 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |