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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,886 | $183,539-75.5% | $155,556-71.1% | $145,897-69.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 15.87% | 61.31%-45.4pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $8,120 | $5,315+52.8% | $4,675+73.7% | $4,663+74.2% |
| Participant deferral / active EE | $7,621 | $6,467+17.8% | $5,631+35.3% | $6,689+13.9% |
| Admin fee / account holder | $231 | $19,275-98.8% | $15,885-98.5% | $13,390-98.3% |