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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $105,160-76.7% | $94,679-74.1% | $139,456-82.4% |
| Participation rate | 90.9% | 82.4%+8.5pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 37.47% | 38.04%-0.6pp | 156.75%-119.3pp | 373.45%-336.0pp |
| Employer contribution / active EE | $4,898 | $4,107+19.3% | $3,673+33.4% | $4,753+3.1% |
| Participant deferral / active EE | $10,525 | $7,599+38.5% | $7,417+41.9% | $6,711+56.8% |
| Admin fee / account holder | $85 | $8,988-99.1% | $7,233-98.8% | $11,407-99.3% |