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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,500 | $148,582-76.8% | $135,942-74.6% | $139,456-75.3% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 40.39% | 79.26%-38.9pp | 68.28%-27.9pp | 373.45%-333.1pp |
| Employer contribution / active EE | $5,495 | $5,245+4.8% | $4,858+13.1% | $4,753+15.6% |
| Participant deferral / active EE | $9,822 | $8,101+21.2% | $7,759+26.6% | $6,711+46.3% |
| Admin fee / account holder | $35 | $12,402-99.7% | $10,764-99.7% | $11,407-99.7% |