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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,325 | $175,231-79.3% | $149,696-75.7% | $139,466-74.0% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 21.32% | 166.77%-145.4pp | 134.46%-113.1pp | 373.66%-352.3pp |
| Employer contribution / active EE | $10,385 | $5,478+89.6% | $4,821+115.4% | $4,754+118.4% |
| Participant deferral / active EE | $9,085 | $6,521+39.3% | $5,682+59.9% | $6,712+35.4% |
| Admin fee / account holder | $285 | $16,155-98.2% | $13,212-97.8% | $11,409-97.5% |