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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,271 | $198,457-79.7% | $170,435-76.4% | $147,586-72.7% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 26.81% | 257.30%-230.5pp | 205.94%-179.1pp | 578.59%-551.8pp |
| Employer contribution / active EE | $2,631 | $6,183-57.5% | $5,432-51.6% | $4,876-46.1% |
| Participant deferral / active EE | $3,762 | $5,629-33.2% | $4,939-23.8% | $5,439-30.8% |
| Admin fee / account holder | $18 | $16,852-99.9% | $13,881-99.9% | $10,886-99.8% |