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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,039 | $181,062-79.0% | $158,223-76.0% | $155,188-75.5% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 157.13% | 57.39%+99.7pp | 52.09%+105.0pp | 148.84%+8.3pp |
| Employer contribution / active EE | $3,345 | $4,565-26.7% | $4,109-18.6% | $4,248-21.3% |
| Participant deferral / active EE | $8,542 | $6,134+39.2% | $5,467+56.2% | $6,531+30.8% |
| Admin fee / account holder | $36 | $18,825-99.8% | $16,047-99.8% | $14,480-99.8% |