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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,129 | $209,422-69.4% | $178,503-64.1% | $158,982-59.7% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 17.83% | 188.81%-171.0pp | 151.12%-133.3pp | 302.99%-285.2pp |
| Employer contribution / active EE | $1,478 | $5,707-74.1% | $5,011-70.5% | $4,763-69.0% |
| Participant deferral / active EE | $5,521 | $5,955-7.3% | $5,202+6.1% | $5,983-7.7% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |