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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,460 | $160,028-75.3% | $147,080-73.2% | $145,884-73.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 240.94% | 98.60%+142.3pp | 420.17%-179.2pp | 551.85%-310.9pp |
| Employer contribution / active EE | $4,592 | $5,286-13.1% | $4,933-6.9% | $4,662-1.5% |
| Participant deferral / active EE | $8,415 | $8,422-0.1% | $8,066+4.3% | $6,690+25.8% |
| Admin fee / account holder | $44 | $15,030-99.7% | $12,989-99.7% | $13,392-99.7% |