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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,296 | $175,231-66.2% | $149,696-60.4% | $139,466-57.5% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 20.70% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $5,930 | $5,478+8.3% | $4,821+23.0% | $4,754+24.7% |
| Participant deferral / active EE | $8,156 | $6,521+25.1% | $5,682+43.5% | $6,712+21.5% |
| Admin fee / account holder | $273 | $16,155-98.3% | $13,212-97.9% | $11,409-97.6% |