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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,564 | $217,432-82.7% | $185,851-79.8% | $167,553-77.6% |
| Participation rate | 85.7% | 86.1%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 10.50% | 148.43%-137.9pp | 122.11%-111.6pp | 478.89%-468.4pp |
| Employer contribution / active EE | $5,207 | $5,874-11.4% | $5,168+0.7% | $4,840+7.6% |
| Participant deferral / active EE | $4,405 | $6,357-30.7% | $5,569-20.9% | $6,343-30.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |