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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,055 | $209,422-57.0% | $178,503-49.5% | $158,982-43.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 9.55% | 188.81%-179.3pp | 151.12%-141.6pp | 302.99%-293.4pp |
| Employer contribution / active EE | $1,790 | $5,707-68.6% | $5,011-64.3% | $4,763-62.4% |
| Participant deferral / active EE | $5,210 | $5,955-12.5% | $5,202+0.1% | $5,983-12.9% |
| Admin fee / account holder | $1 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |