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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,976 | $129,737-76.1% | $119,126-74.0% | $154,746-80.0% |
| Participation rate | 77.8% | 78.9%-1.1pp | 75.8%+2.0pp | 80.7%-2.9pp |
| Annual return | 26.77% | 379.08%-352.3pp | 282.11%-255.3pp | 172.34%-145.6pp |
| Employer contribution / active EE | $4,694 | $4,375+7.3% | $4,034+16.4% | $4,379+7.2% |
| Participant deferral / active EE | $11,394 | $5,842+95.0% | $5,318+114.3% | $6,730+69.3% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |