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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,087 | $159,934-76.8% | $147,005-74.8% | $145,959-74.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 22.61% | 98.24%-75.6pp | 418.76%-396.2pp | 561.95%-539.3pp |
| Employer contribution / active EE | $7,367 | $5,287+39.3% | $4,934+49.3% | $4,661+58.1% |
| Participant deferral / active EE | $12,457 | $8,427+47.8% | $8,070+54.4% | $6,689+86.2% |
| Admin fee / account holder | $161 | $15,053-98.9% | $13,006-98.8% | $13,398-98.8% |