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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,481 | $183,516-79.6% | $155,534-75.9% | $145,884-74.3% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.73% | 61.43%-46.7pp | 64.92%-50.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,970 | $5,315-62.9% | $4,675-57.9% | $4,662-57.7% |
| Participant deferral / active EE | $4,424 | $6,467-31.6% | $5,630-21.4% | $6,690-33.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |