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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,123 | $157,276-78.3% | $141,177-75.8% | $152,885-77.7% |
| Participation rate | 71.4% | 84.8%-13.4pp | 82.5%-11.0pp | 82.5%-11.0pp |
| Annual return | 41.51% | 64.33%-22.8pp | 71.40%-29.9pp | 345.39%-303.9pp |
| Employer contribution / active EE | $8,514 | $5,262+61.8% | $4,736+79.8% | $4,763+78.7% |
| Participant deferral / active EE | $8,716 | $7,110+22.6% | $6,710+29.9% | $5,851+49.0% |
| Admin fee / account holder | $262 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |