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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,039 | $174,379-78.2% | $152,093-75.0% | $138,895-72.6% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 157.13% | 74.86%+82.3pp | 66.36%+90.8pp | 145.39%+11.7pp |
| Employer contribution / active EE | $3,345 | $4,652-28.1% | $4,175-19.9% | $4,194-20.3% |
| Participant deferral / active EE | $8,542 | $6,159+38.7% | $5,451+56.7% | $6,396+33.5% |
| Admin fee / account holder | $36 | $16,880-99.8% | $14,497-99.8% | $12,562-99.7% |