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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,087 | $160,028-76.8% | $147,080-74.8% | $145,884-74.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 22.61% | 98.60%-76.0pp | 420.17%-397.6pp | 551.85%-529.2pp |
| Employer contribution / active EE | $7,367 | $5,286+39.4% | $4,933+49.3% | $4,662+58.0% |
| Participant deferral / active EE | $12,457 | $8,422+47.9% | $8,066+54.4% | $6,690+86.2% |
| Admin fee / account holder | $161 | $15,030-98.9% | $12,989-98.8% | $13,392-98.8% |