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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,737 | $185,312-88.8% | $161,489-87.2% | $154,746-86.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 39.72% | 103.84%-64.1pp | 89.72%-50.0pp | 172.34%-132.6pp |
| Employer contribution / active EE | $2,628 | $4,769-44.9% | $4,268-38.4% | $4,379-40.0% |
| Participant deferral / active EE | $8,493 | $6,350+33.8% | $5,630+50.9% | $6,730+26.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |