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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,381 | $198,457-75.1% | $170,435-71.0% | $147,586-66.5% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 16.17% | 257.30%-241.1pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,721 | $6,183-72.2% | $5,432-68.3% | $4,876-64.7% |
| Participant deferral / active EE | $5,559 | $5,629-1.3% | $4,939+12.5% | $5,439+2.2% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |