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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,839 | $209,422-84.3% | $178,503-81.6% | $158,982-79.3% |
| Participation rate | 92.3% | 86.4%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 14.01% | 188.81%-174.8pp | 151.12%-137.1pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,982 | $5,707-65.3% | $5,011-60.4% | $4,763-58.4% |
| Participant deferral / active EE | $3,024 | $5,955-49.2% | $5,202-41.9% | $5,983-49.5% |
| Admin fee / account holder | $179 | $17,079-99.0% | $13,987-98.7% | $11,252-98.4% |