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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,159 | $198,457-77.2% | $170,435-73.5% | $147,586-69.4% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 19.71% | 257.30%-237.6pp | 205.94%-186.2pp | 578.59%-558.9pp |
| Employer contribution / active EE | $1,436 | $6,183-76.8% | $5,432-73.6% | $4,876-70.6% |
| Participant deferral / active EE | $3,918 | $5,629-30.4% | $4,939-20.7% | $5,439-28.0% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |