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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,182 | $148,623-86.4% | $135,974-85.2% | $139,466-85.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 101.47% | 79.30%+22.2pp | 68.30%+33.2pp | 373.66%-272.2pp |
| Employer contribution / active EE | $6,754 | $5,246+28.7% | $4,859+39.0% | $4,754+42.1% |
| Participant deferral / active EE | $9,924 | $8,103+22.5% | $7,760+27.9% | $6,712+47.9% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,409-99.7% |