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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,499 | $160,070-79.7% | $147,117-77.9% | $145,897-77.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 17.33% | 98.69%-81.4pp | 420.54%-403.2pp | 552.29%-535.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $9,549 | $8,419+13.4% | $8,065+18.4% | $6,689+42.8% |
| Admin fee / account holder | $122 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |