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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,575 | $209,422-80.6% | $178,503-77.3% | $158,982-74.5% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 12.32% | 188.81%-176.5pp | 151.12%-138.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $4,602 | $5,707-19.4% | $5,011-8.2% | $4,763-3.4% |
| Participant deferral / active EE | $4,054 | $5,955-31.9% | $5,202-22.1% | $5,983-32.2% |
| Admin fee / account holder | $37 | $17,079-99.8% | $13,987-99.7% | $11,252-99.7% |